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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2026-04-28 |
Branch Locations
Jacksonville, FL • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 08/2019 | 03/2026 |
| Branch Banking And Trust | Savannah | GA | 11/2018 | 06/2019 |
| True North Church | Savannah | GA | 01/2016 | 08/2019 |
| National Assemblers Inc | Savannah | GA | 10/2018 | 10/2018 |
| Shipt Inc | Savannah | GA | 04/2018 | 06/2018 |
| Self Employed | Savannah | GA | 09/2018 | 10/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Fisher Investments | Plano | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-08 |
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