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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • United States
Madison, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Branching Out Tree Service | Madison | AL | 05/2019 | 08/2019 |
| Alliance Human Resources | Madison | AL | 12/2018 | 01/2019 |
| Dominos Pizza | Madison | AL | 06/2021 | 08/2021 |
| Doordash | Madison | AL | 06/2020 | 06/2021 |
| Harding University | Searcy | AR | 08/2018 | 05/2022 |
| Fidelity Investments | Jacksonville | FL | 06/2022 | Present |
| Unemployed | Madsion | AL | 01/2019 | 05/2019 |
| Unemployed | Madison | AL | 12/2012 | 11/2018 |
| Unemployed | Madison | AL | 09/2019 | 05/2020 |
| Unemployed | Madsion | AL | 09/2021 | 05/2022 |
| Athens Bible School | Athens | AL | 06/2012 | 05/2018 |
| Palco | Huntsville | AL | 12/2018 | 01/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-07 |
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