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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11513 Parkside Drive, Knoxville, TN 37934-1976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cvs Pharmacy | Florham Park | NJ | 07/2015 | 12/2016 |
| Theta Holdings | Little Falls | NJ | 05/2017 | 08/2017 |
| Creekside Farms | Chatham | NJ | 05/2018 | 08/2018 |
| Theta Holdings | Little Falls | NJ | 05/2018 | 08/2018 |
| Publico Kitchen & Tap | Columbia | SC | 05/2019 | 09/2020 |
| Mcdaniels Porsche | Columbia | SC | 05/2021 | 07/2022 |
| Bhg Financial | Knoxville | TN | 07/2022 | 10/2022 |
| Whole Foods | Knoxville | TN | 01/2023 | 01/2023 |
| Onemain Financial | Knoxville | TN | 01/2023 | 01/2023 |
| Fidelity Investments | Knoxville | TN | 03/2023 | Present |
| Unemployed | East Hanover | NJ | 12/2016 | 05/2017 |
| Unemployed | Columbia | SC | 08/2017 | 05/2018 |
| Unemployed | Columbia | SC | 08/2018 | 05/2019 |
| Unemployed | Columbia | SC | 09/2020 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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