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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED | 2025-07-16 |
Branch Locations
1610 West End Avenue Suite 103, Nashville, TN 37203-3225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Nashville | TN | 10/2023 | Present |
| Wells Fargo | Nashville | TN | 09/2023 | 10/2023 |
| The Palm | Nashville | TN | 11/2022 | 09/2023 |
| Outback Steakhouse | Brentwood | TN | 08/2022 | 10/2022 |
| Outback Steakhouse | St. Augustine | FL | 08/2020 | 08/2021 |
| Bags Inc | Orlando | FL | 06/2019 | 08/2019 |
| Flagler College | St. Augustine | FL | 08/2019 | 08/2020 |
| Flagler College | St. Augustine | FL | 08/2017 | 06/2019 |
| N/A | Orlando | FL | 09/2013 | 08/2017 |
| Flagler College | St. Augustine | FL | 08/2021 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-01 |
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