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245 Summer Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-26 |
| TX | RA | APPROVED | 2026-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Nashville | TN | 05/2025 | Present |
| Envestnet | Nashville | TN | 06/2019 | 04/2025 |
| Envestnet | Chicago | IL | 07/2013 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-15 |
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