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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
1057 Lake Sumter Landing, The Villages, FL 32162-2698 • United States
Deland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Blue/Blue Cross | Jacksonville | FL | 06/2012 | 02/2017 |
| Metlife Securities Inc | Jacksonville | FL | 04/2015 | 09/2016 |
| Massmutual | Jacksonville | FL | 08/2017 | 11/2019 |
| Mml Investors Services | Jacksonville | FL | 09/2017 | 11/2019 |
| Corporate One Events | Jacksonville | FL | 03/2016 | 11/2019 |
| American Portfolios Financial Services | Holbrook | NY | 11/2019 | 05/2021 |
| Fidelity Investments | Jacksonville | FL | 06/2021 | Present |
| Student | Jacksonville | FL | 08/2012 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
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