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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_RES | 2025-03-31 |
Branch Locations
4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Franklin | TN | 07/2021 | 01/2022 |
| National General Insurance Co | Nashville | TN | 02/2019 | 07/2021 |
| United Healthcare | Brentwood | TN | 05/2017 | 03/2022 |
| Randstad Usa | Knoxville | TN | 04/2017 | 06/2017 |
| Fedex Office | Franklin/Knoxville | TN | 01/2016 | 10/2016 |
| Unemployed | Knoxville | TN | 11/2016 | 03/2017 |
| The Prudential Insurance Company Of America | Franklin | TN | 12/2021 | 01/2022 |
| Ups | Franklin | TN | 08/2021 | 08/2021 |
| Amazon Fulfillment Center | Nashville | TN | 11/2020 | 12/2020 |
| Fidelity Investments | Franklin | TN | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-11 |
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