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3401 Mallory Lane Suite 100, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-30 |
Branch Locations
3401 Mallory Lane Suite 100, Franklin, TN 37067 • United States
Fernandina Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 02/2015 | 04/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Fidelity Investments | Jacksonville | FL | 02/2015 | 04/2025 |
| Partners Capital, Llc | Fernandina Beach | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-06 |
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