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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
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | Jacksonville | FL | 07/2020 | 07/2021 |
| Florida State University | Tallahassee | FL | 06/2016 | 05/2020 |
| Chili's Grill And Bar | Tallahassee | FL | 06/2020 | 08/2020 |
| Brick Haus Pizza And Pub | Tallahassee | FL | 07/2018 | 05/2020 |
| Fidelity Investments | Jacksonville | FL | 08/2021 | Present |
| Pig-Sty Bbq | Lake Worth | FL | 06/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-07 |
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