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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 | 2025-03-31 |
Branch Locations
Alpharetta, GA • United States
11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Atlanta | GA | 08/2013 | 02/2020 |
| E*Trade Capital Management Llc | Atlanta | GA | 08/2013 | 02/2020 |
| E*Trade Securities Llc | Atlanta | GA | 02/2020 | 12/2022 |
| E*Trade Capital Management Llc | Atlanta | GA | 02/2020 | 12/2022 |
| Morgan Stanley | Atlanta | GA | 01/2023 | 12/2023 |
| Morgan Stanley | Atlanta | GA | 09/2023 | 09/2023 |
| Morgan Stanley | Alpharetta | GA | 12/2023 | 01/2024 |
| Fidelity Investments | Alpharetta | GA | 02/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-115092|OrgNmn:Beach Bum Rentals LLC|Org Addr:Alpharetta,Georgia,US|OBA Nature:Car rental service to serve cl|Invst Rel:Y|Title:Partner|Duties:None. Professionally managed.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-106672|OrgNmn:TWSS, LLC|Org Addr:Alpharetta,Georgia,US|OBA Nature:Beach rental condo|Invst Rel:Y|Title:Partner|Duties:Limited, we have a property manager that handles all of the day to day responsibilities.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-106671|OrgNmn:HCTS30A, LLC|Org Addr:Alpharetta,Georgia,US|OBA Nature:Beach rental property|Invst Rel:Y|Title:Partner|Duties:Limited, we have a property manager that handles all of the day to day responsibilities.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-12 |
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