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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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 10/2011 | 06/2017 |
| Bank Of America, N.A. | Orlando | FL | 11/2011 | 06/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2017 | 04/2019 |
| Fairwinds Credit Union | Orlando | FL | 06/2017 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 05/2020 | 08/2021 |
| Bank Of America, N.A. | Pensacola | FL | 05/2020 | 07/2021 |
| Park Avenuegroup | Orlando | FL | 08/2019 | 04/2020 |
| Unemployed | Orlando | FL | 04/2019 | 08/2019 |
| Fidelity Investments | Jacksonville | FL | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-26 |
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