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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-13 |
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Polo Club Athens Apartments | Athens | GA | 07/2023 | 08/2023 |
| William James Middle School | Statesboro | GA | 01/2016 | 04/2017 |
| Greene Street Pool Tavern | Milledgeville | GA | 04/2025 | 11/2025 |
| Pmg Rentals | Statesboro | GA | 10/2022 | 06/2023 |
| Statesboro First United Methodist Church | Statesboro | GA | 11/2020 | 08/2021 |
| Chicken Salad Chick | Milledgeville | GA | 11/2023 | 04/2024 |
| Fresh Air Homes | Tybee Island | GA | 05/2019 | 07/2022 |
| St Stephen'S Day School | Milledgeville | GA | 08/2021 | 04/2022 |
| Fidelity Investments | Dunwoody | GA | 02/2026 | Present |
| Unemployed | Milledgeville | GA | 08/2023 | 10/2024 |
| Split Ends Salon | Statesboro | GA | 04/2017 | 08/2021 |
| Unemployed | Statesboro | GA | 12/2025 | 01/2026 |
| Unemployed | Milledgeville | GA | 06/2022 | 06/2022 |
| Georgia College And State University - Learning Center | Milledgeville | GA | 05/2024 | 12/2025 |
| The Village Apartments | Milledgeville | GA | 07/2022 | 10/2022 |
| Habitat For Humanity Of Putnam County | Eatonton | GA | 05/2025 | 08/2025 |
| Re/Max Eagle Creek Realty - Milledgeville | Milledgeville | GA | 05/2024 | 12/2024 |
| Unemployed | Statesboro | GA | 09/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-05 |
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