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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
127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States
Canton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco | Atlanta | GA | 04/2020 | 10/2020 |
| Prestige Valet Services | Marietta | GA | 12/2019 | 04/2020 |
| Bellhops | Atlanta | GA | 05/2019 | 12/2019 |
| Asset Advisors Group, Llc | Atlanta | GA | 12/2018 | 05/2019 |
| Reynolds & Reynolds Financial Partners | Atlanta | GA | 07/2018 | 12/2018 |
| Ocharleys | Marietta | GA | 03/2018 | 07/2018 |
| Bellhops | Atlanta | GA | 03/2019 | 05/2019 |
| Unemployed | Kennesaw | GA | 01/2018 | 03/2018 |
| Cobb County Schools | Marietta | GA | 07/2017 | 01/2018 |
| Verizon Amphitheater | Alpharetta | GA | 06/2016 | 08/2018 |
| Bristol Facilities | Atlanta | GA | 09/2018 | 01/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 11/2020 | 01/2022 |
| Fidelity Investments | Dunwoody | GA | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-11 |
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