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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| GA | RA | APPROVED | 2026-05-04 |
Branch Locations
Johns Creek, GA • United States
11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Johns Creek | GA | 05/2023 | 01/2026 |
| Unemployed | West Jordan | UT | 03/2003 | 09/2016 |
| E*Trade Securities Llc | Alpharetta | GA | 02/2020 | 06/2020 |
| Morgan Stanley | Alpharetta | GA | 09/2021 | 05/2023 |
| Fidelity Investments | Alpharetta | GA | 01/2026 | Present |
| E*Trade Securities Llc | Alpharetta | GA | 07/2017 | 02/2020 |
| E*Trade Securities Llc | Sandy | UT | 09/2016 | 07/2017 |
| E*Trade Securities Llc | Alpharetta | GA | 10/2020 | 09/2021 |
| E*Trade Securities Llc | Alpharetta | GA | 06/2020 | 10/2020 |
| Fidelity Brokerage Services Llc | Alpharetta | GA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-08 |
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