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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Merchants Trust Co Na | Flossmoor | IL | 12/2014 | 02/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2014 | 02/2018 |
| Cetera Investment Advisers Llc | Flossmoor | IL | 12/2014 | 02/2018 |
| Fifth Third Bank | Orland Park | IL | 01/2018 | 07/2020 |
| Fifth Third Securities | Orland Park | IL | 01/2018 | 07/2020 |
| Equitable Advisors Llc | New York | NY | 08/2020 | 03/2021 |
| Fidelity Investments | Dunwoody | GA | 03/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131495|OrgNmn:South on Main Townhome Board|Org Addr:Duluth,Georgia,US|OBA Nature:HOA that covers neighborhood u|Invst Rel:N|Title:Board Member|Duties:I serve as a volunteer, non-compensated member of the Board of Directors for my local townhome owners association. The role involves providing|StrtDt:09-01-25|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-25 |
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