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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 |
|---|---|---|---|---|
| Usaa Financial Planning Services | Atlanta | GA | 08/2015 | 04/2019 |
| Usaa Financial Advisors, Inc | Atlanta | GA | 08/2015 | 04/2019 |
| Usaa Investment Management Company | Atlanta | GA | 01/2018 | 04/2019 |
| Fidelity Brokerage Services Llc | Atlanta | GA | 04/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-28 |
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