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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-22 |
| GA | RA | APPROVED | 2022-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 03/2015 | 04/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marietta | GA | 05/2021 | 03/2022 |
| Bank Of America, N.A. | Marietta | GA | 09/2021 | 03/2022 |
| Charles Schwab & Co., Inc | Atlanta | GA | 04/2022 | Present |
| Charles Schwab Bank Ssb | Atlanta | GA | 04/2022 | Present |
| Strategic Advisers Llc | Greenwood Village | CO | 10/2016 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-12 |
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