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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
121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • United States
Doral, FL • 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Miami Lakes | FL | 06/2013 | 12/2018 |
| Fidelity Brokerage Services Llc | Coral Gables | FL | 12/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-11851|OrgNmn:REAL ESTATE XCHANGE CORP|Org Addr:MIAMI,Florida,US|OBA Nature:REAL ESTATE|Invst Rel:Y|Title:REAL ESTATE SALES ASSOCIATE|Duties:ASSIST FAMILY AND FRIENDS IN BUYING AND SELLING REAL ESTATE PROPERTIES.|StrtDt:04-09-14|TotHrs/mon:8|TrdHrs/mon:0|OBA-11850|OrgNmn:ALL DISTRIBUTORS, INC|Org Addr:MIAMI,Florida,US|OBA Nature:APPAREL CUSTOMIZED BY EITHER |Invst Rel:N|Title:PRESIDENT|Duties:MAINTAINING RELATIONSHIPS WITH EXISTING CLIENTS. NOT ACTIVELY LOOKING FOR NEW BUSINESS|StrtDt:10-19-98|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-16 |
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