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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
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2011 | 10/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2011 | 10/2017 |
| Jpmorgan Chase Bank | Neptune Beach | FL | 10/2017 | 08/2019 |
| Jp Morgan Securities Llc | Neptune Beach | FL | 10/2017 | 08/2019 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 08/2019 | Present |
| Strategic Advisers Llc | Boston | MA | 03/2025 | Present |
OBA-132978|OrgNmn:Uber|Org Addr:san franci,California,US|OBA Nature:ride share company|Invst Rel:N|Title:Independent Contractor|Duties:pick up people and drop them off|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-18 |
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