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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-30 |
| FL | RA | APPROVED | 2025-05-12 |
Branch Locations
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 07/2021 | 10/2021 |
| Finastra | Lake Mary | FL | 01/2021 | 02/2021 |
| Iberia Tiles | Miami | FL | 06/2015 | 12/2020 |
| Full Time Student | Miami | FL | 08/2013 | 12/2020 |
| Citigroup Global Markets Inc. | Jacksonville | FL | 07/2022 | 04/2024 |
| Citigroup Global Markets Inc. | Jacksonville | FL | 11/2021 | 04/2024 |
| Achieving Veritas Llc | St. Augustine | FL | 05/2024 | 12/2024 |
| Totus Tuus Consulting Llc | St. Augustine | FL | 04/2024 | 12/2024 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 03/2021 | 10/2021 |
| Totus Tuus Consulting Llc | St. Augustine | FL | 07/2024 | 12/2024 |
| J Kelly & Associates | Jacksonville | FL | 01/2025 | 04/2025 |
| Citigroup | Jacksonville | FL | 04/2025 | Present |
| Citigroup | Jacksonville | FL | 04/2025 | Present |
4SM Consulting LLC; Not investment-related; Saint Johns, Florida; Managing Partner; Support with business operations and digital marketing strategies; StrtDt:04-30-2018; TotHrs/mon:10; TrdHrs/mon:0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-12 |
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