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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_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Sandy Springs | GA | 02/2019 | 09/2020 |
| Bellhops Moving Company | Atlanta | GA | 05/2015 | 01/2019 |
| Reinhardt Universtiy | Waleska | GA | 07/2017 | 09/2018 |
| University Of Virginia | Charlottesville | VA | 07/2013 | 05/2017 |
| Reinhardt University | Waleska | GA | 07/2017 | 04/2019 |
| Trinity Irish Pub | Charlottesville | GA | 03/2015 | 04/2017 |
| Lpl Financial, Llc | Atlanta | GA | 10/2020 | 03/2021 |
| Teknique Wrestling | Suwanee | GA | 09/2019 | 04/2021 |
| Ifg Advisory, Llc | Atlanta | GA | 10/2020 | 03/2021 |
| Fidelity Investments | Doravile | GA | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-59218|OrgNmn:Teknique Wrestling |Org Addr:Suwanee,Georgia,US|OBA Nature:Coaching|Invst Rel:N|Title:Coach|Duties:Coaching athletes 2-3 times per week.|StrtDt:09-03-19|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-16 |
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