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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11513 Parkside Drive, Knoxville, TN 37934-1976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Knoxville | TN | 05/2021 | 04/2022 |
| Starbucks Coffee Company | Knoxville | TN | 01/2021 | 06/2021 |
| Peakcok Floral | Knoxville | TN | 04/2020 | 06/2021 |
| Self-Employed Musician | Knoxville | TN | 08/2014 | 06/2021 |
| Starbucks Coffee Company | Knoxville | TN | 10/2018 | 01/2020 |
| Johnson University | Knoxville | TN | 08/2016 | 05/2018 |
| Yassin's Falafel House | Knoxville | TN | 02/2018 | 03/2018 |
| Johnson University | Knoxville | TN | 08/2014 | 05/2018 |
| Blount County Recovery Court | Maryville | TN | 01/2021 | 05/2021 |
| Ingles | Knoxville | TN | 12/2020 | 01/2021 |
| University Of Tennessee | Knoxville | TN | 08/2020 | 05/2021 |
| Morrison Health Care | Knoxville | TN | 05/2018 | 09/2018 |
| Nylife Securities Llc | Knoxville | TN | 10/2021 | 04/2022 |
| Fidelity Investments | Knoxville | TN | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-68832|OrgNmn:self-employed/Musician|Org Addr:Knoxville,Tennessee,US|OBA Nature:I play guitar in several bands|Invst Rel:N|Title:Musician/freelance|Duties:practice and perform music|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-30 |
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