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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| GA | RA | APPROVED | 2025-03-31 |
Branch Locations
127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States
Flowery Branch, GA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Roswell | GA | 05/2006 | 12/2022 |
| Charles Schwab And Co., Inc. | Roswell | GA | 12/2022 | 11/2024 |
| Fidelity Investments | Dunwoody | GA | 11/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-04 |
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