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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
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 08/2015 | 01/2019 |
| Usaa Financial Planning Services Inc | Tampa | FL | 08/2015 | 01/2019 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 01/2019 |
| Morgan Stanley | Temple Terrace | FL | 03/2019 | 03/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | 10/2021 |
| Fidelity Investments | Tampa | FL | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-13 |
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