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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
Boynton Beach, FL • United States
1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delivery Dudes, Llc | Delray Beach | FL | 07/2017 | 08/2017 |
| Logan Capital Management, Inc. | Ardmore | PA | 05/2018 | 08/2018 |
| Logan Capital Management, Inc. | Ardmore | PA | 05/2019 | 08/2019 |
| Fidelity Investments | Broomfield | CO | 06/2020 | Present |
| Unemployed | Delray Beach | FL | 08/2016 | 07/2017 |
| Unemployed | Delray Beach | FL | 08/2017 | 05/2018 |
| Unemployed | Delray Beach | FL | 08/2018 | 05/2019 |
| Unemployed | Delray Beach | FL | 08/2019 | 06/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-10 |
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