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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Marietta | GA | 05/2017 | 02/2019 |
| Sherwin Williams | Atlanta | GA | 11/2005 | 01/2017 |
| Unemployment | Atlanta | GA | 02/2017 | 04/2017 |
| New York Life Insurance Company | Atlanta | GA | 04/2016 | 08/2019 |
| Nylife Securities Llc | Atlanta | GA | 05/2019 | 08/2019 |
| Wells Fargo Bank Na | Roswell | GA | 09/2019 | 09/2020 |
| Wells Fargo Clearing Services, Llc. | Roswell | GA | 09/2019 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 09/2020 | 06/2021 |
| Williams-Sonoma | Atlanta | GA | 02/2019 | 02/2019 |
| Fedex Ground | Lithia Springs | GA | 08/2019 | 09/2019 |
| Crawford &Amp; Company | Atlant | GA | 08/2020 | 09/2020 |
| Bank Of America N.A. | Atlanta | GA | 12/2020 | 06/2021 |
| Fidelity Investments | Jacksonville | FL | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-11 |
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