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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| SC | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Greenville | SC | 06/2010 | 06/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 06/2017 | 09/2017 |
| Fidelity Brokerage Services Llc | Greenville | SC | 01/2018 | Present |
| Unemployed | Greenville | SC | 09/2017 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-12 |
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