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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
3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Atlanta | GA | 04/2013 | 04/2017 |
| Usaa Financial Planning Services | Atlanta | GA | 04/2013 | 04/2017 |
| W&F Llc | Atlanta | GA | 07/2005 | 07/2018 |
| Fidelity Brokerage Services Llc | Atlanta | GA | 07/2018 | Present |
| Fidelity Southern Bank | Atlanta | GA | 03/2017 | 04/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-125939|OrgNmn:JDWC LLC|Org Addr:Atlanta,Georgia,US|OBA Nature:Hold Timberland in Chesterfiel|Invst Rel:Y|Title:Manager|Duties:Manage with my brother the sale of the timber land. We are currently receiving offers and intent to sell the property as soon as we have a re|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-64945|OrgNmn:Group Fitness Instructor|Org Addr:Atlanta,Georgia,US|OBA Nature:PRN (as needed) Fitness Instru|Invst Rel:N|Title:Employee|Duties:Facilitate adult group fitness activities in a local gym|StrtDt:01-03-22|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-27 |
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