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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
3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Atlanta | GA | 04/2016 | 06/2017 |
| American Global Wealth Management | Mcdonough | GA | 06/2017 | 11/2017 |
| Peachcap/Peachtree Capital Tax And Advisory, Llc | Atlanta | GA | 11/2017 | 10/2018 |
| Alps Distributors Inc | Denver | CO | 10/2018 | 03/2019 |
| Henssler Financial | Kennesaw | GA | 10/2018 | 03/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 12/2019 | 05/2020 |
| E*Trade Capital Management Llc | Alpharetta | GA | 12/2019 | 05/2020 |
| Unemployed | Atlanta | GA | 03/2019 | 12/2019 |
| Fidelity Brokerage Services | Atlanta | GA | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-09 |
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