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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
Vero Beach, FL • United States
821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Vero Beach | FL | 03/2021 | Present |
| Full-Time Education | Blooomington | IN | 09/2020 | 02/2021 |
| Fidelity Investments | Washington | DC | 06/2020 | 08/2020 |
| Full-Time Education | Bloomington | IN | 09/2019 | 05/2020 |
| The Kelly Group | Bel Air | MD | 05/2019 | 08/2019 |
| Full-Time Education | Bloomington | IN | 09/2018 | 04/2019 |
| Menards | Elkhart | IN | 05/2018 | 08/2018 |
| Full-Time Education | Elkhart | IN | 02/2011 | 04/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-07 |
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