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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-10 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
Green Cove Springs, 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 |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 01/2021 | Present |
| Compass Group/Mayo Clinic | Jacksonville | FL | 07/2019 | 06/2020 |
| Sodexo/Black Knight Financial | Jacksonville | FL | 07/2007 | 07/2019 |
| Exit Inspired Real Estate | Jacksonville | FL | 09/2020 | 12/2020 |
OBA-125354|OrgNmn:Florida Real Estate Friends|Org Addr:Tallahasse,Florida,US|OBA Nature:Real estate referral brokerage|Invst Rel:Y|Title:Real Estate agent|Duties:Holding my real estate license as active, referring leads to other real estate agents|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-18 |
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