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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
St. Petersburg, FL • United States
St. Petersburg, FL • United States
28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bounce Social House | Orlando | FL | 11/2021 | 07/2022 |
| Virtus Financial Partners | Maitland | FL | 05/2021 | 12/2021 |
| Shipt Delivery Shopper | Birmingham | AL | 07/2019 | 01/2023 |
| Tijuana Flats | Royal Palm Beach | FL | 04/2018 | 08/2018 |
| Panera Bread | Wellington | FL | 03/2017 | 08/2017 |
| Fired Up Pizza | West Palm Beach | FL | 09/2017 | 12/2017 |
| Full-Time Student | Orlando | FL | 08/2018 | 07/2019 |
| Full-Time Student | Orlando | FL | 12/2017 | 04/2018 |
| N/A | Wellington | FL | 08/2012 | 03/2017 |
| Charles Schwab & Co., Inc. | Orlando | FL | 07/2022 | 01/2023 |
| Fidelity Investments | Orlando | FL | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
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