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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
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2020 | 06/2021 |
| Florida State University | Tallahassee | FL | 06/2016 | 05/2020 |
| Youfit Health Clubs | Tallahassee | FL | 05/2018 | 05/2019 |
| Fidelity Investments | Jacksonville | FL | 07/2021 | Present |
| Surfer Bar | Jacksonville Beach | FL | 06/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-19 |
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