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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-07 |
| IN | RA | APPROVED | 2023-01-23 |
Branch Locations
Zionsville, IN • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Garden City | NY | 01/2002 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2023 |
| Advisory Services Network Llc | Atlanta | GA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-08 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-03 |
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