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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-16 |
| GA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emory Healthcare | Decatur | GA | 05/2019 | 06/2022 |
| Gwinnett County Department Of Water Resources | Buford | GA | 10/2018 | 05/2019 |
| Starbucks | Dacula | GA | 05/2017 | 05/2019 |
| University Of North Georgia | Dahlonega | GA | 08/2016 | 10/2017 |
| Fidelity | Atlanta | GA | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-07 |
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