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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
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2020 | 05/2022 |
| University Of Florida | Gainsville | FL | 06/2016 | 06/2020 |
| Proforma Premier Branding | Gainsville | FL | 05/2018 | 06/2020 |
| Noesis Capital Management | Gainsville | FL | 05/2017 | 07/2017 |
| Fidelity Investments | Boca Raton | FL | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-12 |
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