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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-10 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 02/2021 | 11/2023 |
| Equity Staffing | Mansfield | TX | 06/2020 | 02/2021 |
| Tommy Bahama | Grand Prarie | TX | 06/2016 | 05/2020 |
| J.P. Morgan Securities Llc | Dallas | TX | 11/2023 | 01/2026 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 11/2023 | 01/2026 |
| Fidelity Brokerage Services Llc | Westlake | TX | 02/2021 | 11/2023 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 10/2021 | 11/2023 |
| Bison Wealth, Llc. | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-12 |
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