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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
130 Lake Street West Floor 01, Wayzata, MN 55391-1599 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Westlake | TX | 09/2014 | 12/2018 |
| Paysafe Group | Conroe | TX | 03/2019 | 07/2019 |
| Fidelity Brokerage Services, Llc | Sugar Land | TX | 08/2019 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2025 |
| Fidelity Investments | Sugar Land | TX | 07/2021 | 07/2025 |
| Charles Schwab | The Woodlands | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-24 |
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