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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-11 |
| TX | RA | APPROVED_RES | 2026-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 03/2011 | 08/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 10/2020 | 05/2023 |
| Clark Mithcell Turner, Iii, Llc | Marietta | GA | 09/2019 | 10/2020 |
| E*Trade Capital Management Llc | Alpharetta | GA | 11/2020 | 05/2023 |
| Morgan Stanley | Alpharetta | GA | 03/2023 | 05/2023 |
| Unemployed | Marietta | GA | 05/2023 | 11/2024 |
| Tim Broyles Insurance Agency | Eatonton | GA | 11/2024 | 01/2026 |
| Phillip Bell Insurance Agency | Barnesville | GA | 11/2024 | 01/2026 |
| State Farm Vp Management Corp | Eatonton | GA | 01/2025 | 01/2026 |
| Tim Broyles Insurance Agency | Jackson | GA | 01/2025 | 01/2026 |
| Phillip Bell Insurance Agency | Thomaston | GA | 01/2025 | 01/2026 |
| State Farm Vp Management Corp | Thomaston | GA | 01/2025 | 01/2026 |
| State Farm Vp Management Corp | Jackson | GA | 01/2025 | 01/2026 |
| State Farm Vp Management Corp | Barnesville | GA | 01/2025 | 01/2026 |
| State Farm Investment Management Corp | Thomaston | GA | 01/2025 | 01/2026 |
| State Farm Investment Management Corp | Eatonton | GA | 01/2025 | 01/2026 |
| State Farm Investment Management Corp | Jackson | GA | 01/2025 | 01/2026 |
| State Farm Investment Management Corp | Barnesville | GA | 01/2025 | 01/2026 |
| Fidelity Investments | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-02 |
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