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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Marietta | GA | 09/2021 | 02/2022 |
| Bank Of America | Alhambra | CA | 08/2017 | 04/2019 |
| Pad System International | Taipei | 07/2016 | 07/2017 | |
| Jpmorgan Chase Bank, N.A. | San Marino | CA | 05/2019 | 08/2021 |
| Fidelity Investments | Dunwoody | GA | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-23 |
| S66 | Uniform Combined State Law Examination | 2019-09-10 |
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