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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
Carrollton, TX • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Brokerage Services Llc | Westlake | TX | 10/2004 | Present |
OBA-17516|OrgNmn:Saleswarrior Inspire LLC|Org Addr:CARROLLTON,Texas,US|OBA Nature:Business and sales motivation.|Invst Rel:N|Title:Owner|Duties:My primary role will be to be interviewed on podcasts.|StrtDt:02-16-15|TotHrs/mon:3|TrdHrs/mon:0|OBA-17517|OrgNmn:Saleswarrior Inspire LLC|Org Addr:Carrollton,Texas,US|OBA Nature:It is a video comedy channel c|Invst Rel:N|Title:Host|Duties:I will do funny story telling with a co-host. We will edit each episode for content.|StrtDt:01-04-21|TotHrs/mon:4|TrdHrs/mon:0|OBA-18131|OrgNmn:Saleswarrior Inspire LLC|Org Addr:Carrollton,Texas,US|OBA Nature:Selling courses online that I |Invst Rel:N|Title:Owner|Duties:My online courses are called Sales Warrior Boot Camp. I plan to do multiple modules.|StrtDt:02-23-21|TotHrs/mon:14|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-20 |
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