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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-05 |
| GA | RA | APPROVED | 2020-01-21 |
Branch Locations
3460 Preston Ridge Rd Suite 500, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Fairfield | CT | 11/2013 | 05/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2019 |
| Financial Engines Advisors L.L.C | Sunnyvale | CA | 12/2019 | Present |
| Unemployed | Roswell | GA | 05/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-15 |
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