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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
| GA | RA | APPROVED | 2025-03-31 |
Branch Locations
127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citrix | Raleigh | NC | 05/2016 | 12/2016 |
| Apex Life Sciences | Raleigh | NC | 02/2017 | 02/2018 |
| Sir Walter Chevrolet Company | Raleigh | NC | 02/2018 | 12/2018 |
| Preferred Capital Securities | Atlanta | GA | 01/2019 | 07/2024 |
| Fidelity Investments | Dunwoody | GA | 09/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-23 |
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