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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 | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 12/2016 | 08/2018 |
| Marriott | Atlanta | GA | 06/2011 | 11/2017 |
| E*Trade Securities Llc | Alpharetta | GA | 08/2018 | 07/2022 |
| Fidelity Investments | Alpharetta | GA | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-01 |
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