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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Venice | FL | 03/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Venice | FL | 11/2016 | 07/2018 |
| Education Foundation Of Sarasota County | Sarasota | FL | 08/2018 | 11/2018 |
| Regions Bank | Venice | FL | 02/2019 | 07/2019 |
| Cetera Investment Advisers Llc | Venice | FL | 02/2019 | 07/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2019 | 07/2019 |
| Wells Fargo Advisors Financial Network, Llc | Venice | FL | 07/2019 | 12/2019 |
| Fourthought Provate Wealth | Venice | FL | 01/2020 | 08/2021 |
| Fidelity Investments | Tampa | FL | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2003-12-01 |
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