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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
One Destiny Way, Westlake, TX 76262-8103 • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
Flower Mound, TX • United States
Flower Mound, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 12/2017 | Present |
| Saltgrass Steakhouse | Fort Worth | TX | 06/2013 | 12/2017 |
| Consolidated Electrical Distributors, Inc. | Irving | TX | 01/2016 | 03/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-24 |
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