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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
28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sacred Pepper | Tampa | FL | 05/2017 | 12/2017 |
| Epr Landscaping | Pompano Beach | FL | 08/2020 | 12/2020 |
| Equitable Financial | Boca Raton | FL | 05/2020 | 10/2020 |
| Sequioa Financial | Tampa | FL | 07/2021 | 07/2021 |
| Harvest Seasonal Grill And Wine Bar | Delray Beach | FL | 11/2020 | 06/2022 |
| Florida Atlantic University | Boca Raton | FL | 05/2018 | 05/2022 |
| Unemployed | Tampa | FL | 10/2012 | 05/2017 |
| Unemployed | Tampa | FL | 12/2017 | 05/2018 |
| Charles Schwab & Co., Inc. | Fort Lauderdale | FL | 09/2022 | 08/2023 |
| Unemployed | Pompano Beach | FL | 06/2022 | 09/2022 |
| Fidelity Investments | Clearwater | FL | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
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