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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-16 |
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Jacksonville, FL • United States
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 |
|---|---|---|---|---|
| Scottrade, Inc. | Jacksonville | FL | 08/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2017 | 07/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 03/2017 | 07/2021 |
| Fidelity Investments | Jacksonville | FL | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-88745|OrgNmn:CBPA, LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:Harvest and sale of timber|Invst Rel:Y|Title:Managing Member|Duties:No duties, holding company |StrtDt:06-01-22|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-10 |
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