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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2015 | 06/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 06/2015 | 06/2017 |
| Lincoln Investment | Fort Washington | PA | 04/2018 | 05/2019 |
| Unemployed | Jacksonville | FL | 07/2017 | 03/2018 |
| Capital Analysts | Jacksonville | FL | 04/2018 | 05/2019 |
| Fidelity Investments | Jacksonvillle | FL | 10/2020 | Present |
| Unemployed | Jacksonville | FL | 06/2019 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-12 |
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