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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investment | Westlake | TX | 10/2017 | 10/2018 |
| Fidelity Investment | Westlake | TX | 10/2018 | 04/2020 |
| Life Fcu | Denton | TX | 09/2016 | 09/2017 |
| Fidelity Investments | Houston | TX | 11/2025 | Present |
| Fidelity Investment | Westlake | TX | 04/2021 | 08/2022 |
| Fidelity Investment | Westlake | TX | 08/2022 | 08/2024 |
| Haynes Boone, Llp | Houston | TX | 08/2024 | 11/2025 |
| Fidelity Investment | Westlake | TX | 04/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-06 |
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