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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
100 Howe Drive, Covington, KY 41015-5000 • United States
4505 Ashford Dunwoody Rd Ne Ste 4, Dunwoody, GA 30346-1516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Atlanta | GA | 11/2016 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 06/2021 | 03/2022 |
| Fun Junction Usa | Fayetteville | GA | 06/2014 | 10/2016 |
| Fidelity Investments | Riverdale | GA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-03 |
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