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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
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 02/2020 | 02/2022 |
| Florida Executive Brokers | Tampa | FL | 05/2012 | 02/2022 |
| Stop N Shop Food Stores | Tampa | FL | 06/1995 | 01/2019 |
| Bank Of America N.A. | Tampa | FL | 06/2020 | 02/2022 |
| Fidelity Investments | Covington | KY | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-89631|OrgNmn:Florida Executive Brokers LLC|Org Addr:Tampa,Florida,US|OBA Nature:I am a licensed real estate br|Invst Rel:Y|Title:Real Estate Broker|Duties:I pay the taxes, collect rent, sell, and buy, when I think a property is a good value for myself and my family|StrtDt:05-30-12|TotHrs/mon:5|TrdHrs/mon:0|OBA-105606|OrgNmn:Regal Hospitality Mystery Shopper|Org Addr:Tampa,Florida,US|OBA Nature:Mystery shopping |Invst Rel:N|Title:Mystery shopper|Duties:Do mystery shops at restaurants, hotels, and stores to help owners evaluate their employees|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-22 |
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