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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 | 2025-03-31 |
Branch Locations
Ponte Vedra, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Ponte Vedra Beach | FL | 02/2023 | Present |
| Fnbo | Fort Collins | CO | 01/2018 | 04/2022 |
| Boston University | Fort Collins | CO | 05/2022 | 09/2022 |
| Boston University | Ponte Vedra | FL | 10/2022 | 01/2023 |
| Fnbo | Fort Collins | CO | 01/2008 | 12/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-100089|OrgNmn:itness Instructor - Nocatee Residential Master Planne|Org Addr:Ponte Vedr,Florida,US|OBA Nature:Local, special purpose governm|Invst Rel:N|Title:Employee|Duties:Teach a fitness class to members of the Planned Community at the common fitness center. (First Aid Certified)|StrtDt:10-01-23|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-14 |
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