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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 |
|---|---|---|---|---|
| Scottrade | Fort Collins | CO | 05/2016 | 02/2018 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 02/2018 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 03/2018 | 07/2021 |
| Bank Of America, N.A. | Sarasota | FL | 05/2018 | 07/2021 |
| Fidelity Investments | Sarasota | FL | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-10 |
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