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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
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Orlando | FL | 02/2012 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-10994|OrgNmn:JKR Homes LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:Buying properties to rehab the|Invst Rel:Y|Title:Member|Duties:Buying,selling, & renting properties.I haven't created the LLC yet, am waiting for Fidelity approval|StrtDt:06-06-18|TotHrs/mon:7|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-16 |
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