Anna Blum

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-07-24
TX	RA	APPROVED	2026-02-06
SC	RA	APPROVED	2025-05-30

Branch Locations

Franklin, TN • United States

4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	Greenville	SC	01/2025	Present
Beaver Area Middle School	Beaver	PA	05/2015	05/2017
Beaver Area High School	Beaver	PA	05/2017	08/2021
Clemson University Housing Summer Programs	Clemson	SC	05/2022	08/2022
Clemson University	Clemson	SC	06/2021	12/2024
Provident Wealth Solutions/Lpl Financial	Huntsville	AL	05/2024	08/2024
Intuitive Research And Technology Corporation	Huntsville	AL	05/2023	08/2023
Vector Wealth Strategies, Llc	Huntsville	AL	01/2024	03/2024

01/2025 → Present

Fidelity Investments

Greenville, SC
05/2015 → 05/2017

Beaver Area Middle School

Beaver, PA
05/2017 → 08/2021

Beaver Area High School

Beaver, PA
05/2022 → 08/2022

Clemson University Housing Summer Programs

Clemson, SC
06/2021 → 12/2024

Clemson University

Clemson, SC
05/2024 → 08/2024

Provident Wealth Solutions/Lpl Financial

Huntsville, AL
05/2023 → 08/2023

Intuitive Research And Technology Corporation

Huntsville, AL
01/2024 → 03/2024

Vector Wealth Strategies, Llc

Huntsville, AL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-09