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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corefirst Bank | Topeka | KS | 06/2016 | 06/2019 |
| Cetera Investment Services Llc | Topeka | KS | 06/2016 | 06/2019 |
| Cetera Investment Advisers Llc | Topeka | KS | 10/2016 | 06/2019 |
| Unemployed | Canton | GA | 07/2019 | 08/2019 |
| Jp Morgan Securities, Llc | Kennesaw | GA | 09/2019 | 02/2023 |
| Jp Morgan Chase Bank, N.A. | Kennesaw | GA | 09/2019 | 02/2023 |
| Fidelity Investments | Woodstock | GA | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129421|OrgNmn:Gilded Bloom Design LLC|Org Addr:Canton,Georgia,US|OBA Nature:Florist|Invst Rel:N|Title:Officer|Duties:Creating custom floral designs with consultations & installations. Delivery & setup of floral designs.|StrtDt:04-20-26|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-09 |
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