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50 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-02-03 |
| GA | RA | APPROVED | 2019-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2019 |
| Blackrock | Atlanta | GA | 06/2019 | Present |
| Blackrock Investments Llc | Atlanta | GA | 06/2019 | Present |
| Fidelity Brokerage Services Llc | Atlanta | GA | 04/2015 | 10/2017 |
| Fidelity Brokerage Services Llc | Atlanta | GA | 10/2017 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-21 |
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