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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 10/2020 | Present |
| Cafe Alfresco | Dunedin | FL | 02/2020 | 10/2020 |
| Olive Garden | Clearwater | FL | 05/2019 | 01/2020 |
| National Staffing Solutions | Winter Park | FL | 01/2018 | 09/2018 |
| Marco's Pizza | Oviedo | FL | 02/2017 | 01/2018 |
| Plaza Live Orlando | Orlando | FL | 09/2015 | 02/2017 |
| The Alfond Inn | Winter Park | FL | 09/2018 | 05/2019 |
| University Of Central Florida | Orlando | FL | 06/2014 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-09 |
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