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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Southlake | TX | 09/1997 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Advisory Services Network, Llc | Atlanta | GA | 08/2026 | Present |
1. PALASOTA WEALTH LLC: MEMBER SINCE 07/2026; SERVICE COMPANY FOR ADVISORY BUSINESS INCOME AND EXPENSES FOR TAX PURPOSES. TIME SPENT ON ADVISORY BUSINESS: 160 HOURS/MONTH, 90 HOURS/MONTH DURING TRADING HOURS. THE SERVICE COMPANY IS NOT INVESTMENT RELATED. 2. ANTONY PALASOTA: LICENSED INSURANCE AGENT SINCE 03/2002. WHEN NECESSARY ANTHONY CAN ACT AS AN INDEPENDENT INSURANCE AGENT FOR CLIENT NEEDS. TIME SPENT 1 HOUR/MONTH, 0 DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-19 |
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