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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
900 North Orlando Ave, Winter Park, FL 32789-2924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Orlando | FL | 07/2011 | 03/2018 |
| J.P. Morgan Chase Bank, N.A. | Orlando | FL | 01/2021 | 06/2021 |
| J.P. Morgan Securities, Llc | Orlando | FL | 01/2021 | 06/2021 |
| Scottrade Investment Managment | Orlando | FL | 03/2017 | 03/2018 |
| Td Ameritrade, Inc. | Orlando | FL | 03/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Orlando | FL | 03/2018 | 01/2021 |
| Charles Schwab | Orlando | FL | 07/2011 | 12/2020 |
| Fidelity Investments | Altamonte Springs | FL | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-01 |
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