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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-04 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Jacksoville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Florham Park | NJ | 11/2017 | 10/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2021 | 06/2021 |
| Aig/ Valic Financial | Berkeley Heights | NJ | 10/2020 | 01/2021 |
| Ups | Greenville | SD | 06/2016 | 12/2016 |
| Paychex | Fair Lawn | NJ | 02/2017 | 07/2017 |
| Unemployed | Englewood | NJ | 07/2017 | 11/2017 |
| Fidelity Investments | Merrimack | NH | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-121167|OrgNmn:American Cat Dad|Org Addr:Jacksonvil,Florida,US|OBA Nature:Shopify online store / cat toy|Invst Rel:N|Title:owner|Duties:launching a shopify page, monitor online store and provide content |StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-14 |
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