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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Atlanta | GA | 06/2019 | 01/2020 |
| Oppenheimer & Co | Atlanta | GA | 01/2020 | 07/2021 |
| Fidelity Investments | Merrimack | NH | 11/2021 | Present |
| Unemployed | Atlanta | GA | 07/2021 | 11/2021 |
| Tandemgrowth Financial Advisors, Llc | Alpharetta | GA | 10/2015 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-122208|OrgNmn:All American Liquors|Org Addr:Savannah,Georgia,US|OBA Nature:Liquor Store|Invst Rel:N|Title:Sole Proprietor|Duties:I will be reviewing the cash register entries, inventory and payroll. |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-15 |
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