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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Atlanta | GA | 06/2020 | Present |
| Fidelity National Financial | Jacksonville | FL | 10/2017 | 06/2020 |
| Pure Barre | Jacksonville | FL | 08/2017 | 06/2020 |
| Duval County Schools | Jacksonville | FL | 01/2017 | 10/2017 |
| University Of North Florida | Jacksonville | FL | 08/2012 | 12/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-13 |
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