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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Park Homeowners Association | Bradenton | FL | 07/2018 | 04/2020 |
| Usf Muma College Of Business | Tampa | FL | 05/2018 | 07/2018 |
| Usf Muma College Of Business | Tampa | FL | 01/2018 | 05/2018 |
| Usf Tampa | Tampa | FL | 08/2015 | 05/2018 |
| Axa Advisors | New York | NY | 04/2020 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2020 | 04/2021 |
| Fidelity Investments | Tampa | FL | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-10 |
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