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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 |
|---|---|---|---|---|
| Jasmine Cafe | Tallahassee | FL | 08/2015 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2017 | 11/2017 |
| Florida State University | Tallahassee | FL | 07/2013 | 06/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 10/2017 | 11/2017 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 02/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-17 |
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