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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campbell Williams, Inc. | Miami | FL | 03/2016 | 12/2016 |
| K2I Global Markets, Llc | Fort Lauderdale | FL | 10/2013 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 01/2017 | 08/2018 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 08/2017 | 08/2018 |
| Oppenheimer & Co. Inc | Ft. Lauderdale | FL | 01/2019 | 10/2020 |
| Unemployed | Ft. Lauderdale | FL | 08/2018 | 01/2019 |
| Fidelity Investments | Jacksonville | FL | 04/2021 | Present |
| Kiza Bayshore Advisors | Fort Lauderdale | FL | 10/2020 | 04/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-65265|OrgNmn:Broward Public Library Foundation|Org Addr:Fort Laude,Florida,US|OBA Nature:The Broward Public Library Fou|Invst Rel:N|Title:Member of the Investment Committe|Duties:Member of the Investment Committee. I will be a voting member of the investment committee.|StrtDt:02-15-22|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-22 |
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