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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-23 |
| FL | RA | APPROVED | 2025-03-31 |
Branch Locations
28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • United States
St Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank, N.A. | St Petersburg | FL | 10/2017 | 03/2020 |
| Bank Of America Corp | Tampa | FL | 03/2020 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Temple Terrace | FL | 05/2021 | 08/2024 |
| Fidelity Investments | Clearwater | FL | 08/2024 | Present |
| Ikea | Miami/Tampa | FL | 08/2016 | 10/2017 |
| J.P. Morgan Securities Llc | Temple Terrace | FL | 05/2021 | 08/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-112244|OrgNmn:Talos Rental Properties, LLC|Org Addr:St Petersb,Florida,US|OBA Nature:Long term rental of single fam|Invst Rel:Y|Title:Manager|Duties:Non. |StrtDt:01-14-22|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-14 |
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