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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
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Ponte Vedra, FL • 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 |
|---|---|---|---|---|
| T3 Trading Group, Llc | New York | NY | 03/2016 | 12/2016 |
| Fidelity Investments | Jacksonville | FL | 10/2022 | Present |
| Homemaking | Anacortes | WA | 12/2016 | 07/2017 |
| Homemaking | Ponte Vedra | FL | 07/2017 | 10/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-08 |
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