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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2019-10-29 |
Branch Locations
64 Lafayette Rd #7, North Hampton, NH 03862 • United States
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 Investments | Merrimack | NH | 10/2012 | 10/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2019 |
| Advisory Services Network Llc | Atlanta | GA | 10/2019 | Present |
1) Cindy Courtney CPA, CFP, PLLC: tax preparation services since 10/2019; approximately 40 hours per month spent on this activity all during trading hours. Activity is not investment related. 2) Chelsea Belya: independent insurance agent, licensed for sales and service of fixed annuity and life insurance since 09/2020; less than 5 hours per month, all during trading hours. Investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-06 |
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