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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Houston | TX | 05/2015 | 04/2021 |
| Fidelity Investments | Westlake | TX | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130929|OrgNmn:Uber eats|Org Addr:San Franci,California,US|OBA Nature:Delivery|Invst Rel:N|Title:Employee|Duties:Pick up and deliver food|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-18 |
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