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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
Fort Lauderdale, FL • United States
450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2016 | 12/2018 |
| Ss&C Technologies | Jacksonville | FL | 01/2019 | 08/2019 |
| Ameriprise Financial Services, Inc | Atlanta | GA | 09/2019 | 07/2021 |
| Raymond James Financial Services, Inc. | Ft. Lauderdale | FL | 08/2021 | 05/2022 |
| Raymond James Financial Services Advisors, Inc. | Ft. Lauderdale | FL | 08/2021 | 05/2022 |
| Provenence Wealth Advisors | Ft. Lauderale | FL | 08/2021 | 06/2022 |
| Fidelity Brokerage Services Llc | Ft. Lauderdale | FL | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-04 |
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