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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 | 2025-03-31 |
Branch Locations
350 5Th Avenue South Ste 202, Naples, FL 34102-6576 • United States
Naples, FL • United States
5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Securities | Glenview | IL | 06/2015 | 06/2019 |
| Fidelity Brokerage Services | Naples | FL | 06/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-126042|OrgNmn:Poshmark Store |Org Addr:Naples,Florida,US|OBA Nature:Selling old clothing online th|Invst Rel:N|Title:Independent seller |Duties:Take pictures of clothes, negotiate with buyers and ship clothes when purchased. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-93794|OrgNmn:Financial Planners Association of SW FL|Org Addr:Naples,Florida,US|OBA Nature:Networking organization to fur|Invst Rel:N|Title:Officer|Duties:Treasurer help run the day to day organization and will have access to a small checking and savings account on behalf of the organization.|StrtDt:01-01-23|TotHrs/mon:10|TrdHrs/mon:1|OBA-107459|OrgNmn:Alpha Chi Omega|Org Addr:Indianapol,Indiana,US|OBA Nature:a women's fraternity |Invst Rel:N|Title:Province Alumnae Chair |Duties:Support the needs of alumnae chapters and officers througout south Florida. |StrtDt:04-01-24|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-28 |
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