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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
Orange Park, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastline Federal Credit Union | Jacksonville | FL | 01/2019 | 12/2020 |
| University Of West Florida | Pensacola | FL | 09/2015 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Jacksonville | FL | 12/2020 | 02/2022 |
| Northwestern Mutual Investment Services Llc | Jacksonville | FL | 04/2021 | 02/2022 |
| Unemployed | Orange Park | FL | 05/2018 | 12/2018 |
| Publix | Jacksonville | FL | 06/2021 | 03/2022 |
| Fidelity Investments | Jacksonville | FL | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-18 |
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