John Sergeant Puckett

Current Employers

Employment History

• 11/2014 → 06/2020
  Fidelity Brokerage Services Llc
  Atlanta, GA
• 07/2018 → 06/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2020 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
• 08/2017 → 12/2018
  Georgia Institute Of Technology
  Atlanta, GA
• 07/2020 → 03/2022
  Bank Of America, N.A.
  Alpharetta, GA
• 03/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2020-06-15 → 2022-03-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
• 2018-07-13 → 2020-06-17
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-02-06 → 2018-07-13
  Strategic Advisers Llc
  Atlanta,, GA
• 2008-08-14 → 2009-03-13
  Edward Jones
  St Louis, MO
  Lawrenceville, GA
  Norcross, GA

Other Businesses

1. Fixed insurance sales; as of 3/18/2022; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, LifeTime Asset Management; a private entity established to facilitate securities, advisory, and insurance business; as of 4/01/2022, 100% of time spent during business hours; Conducted at branch; Not investment related. 3. Co-Owner, LifeTime Tax Management, LLC; a private entity to facilitate the tax business; as of 4/01/2022; 5% time spent during business hours; Conducted at branch location; Not investment related. 4. Tax preparation, and accounting services; LifeTime Tax Management, LLC; as of 4/01/2022; 5% time spent during business hours; Conducted at branch location; Not Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-03

Designations

Other Names

• John Puckett
• John Sergeant Puckett
• John S Puckett