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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2142 Fashion Drive, Nanuet, NY 10954-2747 • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Ponte Vedra Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moe's | Jacksonville Beach | FL | 08/2020 | 08/2020 |
| Jacksonville Sheriff Office | Jacksonville | FL | 06/2016 | 10/2020 |
| Fidelity Investments | Jacksonville | FL | 12/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-12 |
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