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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
Boynton Beach, FL • United States
3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gms Group, L.L.C. | Boca Raton | FL | 04/2015 | 08/2017 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 09/2017 | 11/2017 |
| National Securities Corp | Jupiter | FL | 01/2018 | 02/2018 |
| Td Ameritrade | West Palm Beach | FL | 06/2018 | 01/2021 |
| Unemployed | Boca Raton | FL | 02/2018 | 06/2018 |
| Brookstone Capital Management | Wheaton | IL | 02/2021 | 10/2021 |
| Fidelity Investments | Palm Beach Gardens | FL | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-27 |
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