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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 |
|---|---|---|---|---|
| Fidelity Investments | Sarasota | FL | 10/2013 | 02/2018 |
| Pnc Investments | Sarasota | FL | 02/2018 | 06/2018 |
| Charles Schwab & Co., Inc. | Sarasota | FL | 06/2018 | 02/2021 |
| Charles Schwab Bank | Sarasota | FL | 06/2018 | 02/2021 |
| Jp Morgan Chase Bank N.A. | Venice | FL | 02/2021 | 04/2021 |
| Jp Morgan Securities, Llc | Venice | FL | 02/2021 | 04/2021 |
| Pnc Investments | Sarasota | FL | 02/2018 | 05/2018 |
| Strategic Advisors | Sarsota | FL | 01/2016 | 01/2018 |
| Fidelity Brokerage Services Llc | Sarasota | FL | 10/2013 | 01/2018 |
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2021 | 04/2022 |
| 159035 Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 05/2021 | 04/2022 |
| Fidelity Investments | Sarasota | FL | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-28 |
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