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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_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheiner & Co. Inc. | Atlanta | GA | 01/2012 | 07/2020 |
| Fidelity Investments | Jacksonville | FL | 03/2021 | Present |
| Unemployed | Smyrna | GA | 08/2020 | 02/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-22 |
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