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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
Fort Worth, TX • United States
6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 11/2006 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-118223|OrgNmn:Rutledge Cancer Foundation|Org Addr:Fort Worth,Texas,US|OBA Nature:501(c)(3) non profit for cance|Invst Rel:Y|Title:Board Member/ Treasurer |Duties:Board Work/ Treasurer |StrtDt:08-13-26|TotHrs/mon:4|TrdHrs/mon:2|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-22 |
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