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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5322 Fm 1960 Rd W, Houston, TX 77069-4404 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 08/2014 | 01/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2019 |
| J.P. Morgan Institutional Investments Inc. | Lewisville | TX | 01/2019 | 11/2022 |
| J.P. Morgan Securities Llc | Houston | TX | 11/2022 | 11/2024 |
| Jpmorgan Chase Bank, N.A | Houston | TX | 01/2019 | 11/2024 |
| Stratetgic Advisers Llc | Houston | TX | 01/2016 | 07/2018 |
| Fidelity Investments | Westlake | TX | 07/2014 | 02/2019 |
| Fidelity Investments | Houston | TX | 12/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
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