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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-14 |
| TX | RA | APPROVED | 2025-04-10 |
Branch Locations
7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 06/2021 | 04/2025 |
| Studyedge | Gainesville | FL | 01/2021 | 04/2021 |
| Collier Companies | Gainesville | FL | 07/2020 | 05/2021 |
| Target | Minneapolis | MN | 06/2019 | 08/2019 |
| Studysoup | Gainesville | FL | 08/2018 | 06/2019 |
| Fidelity Personal And Workplace | Jacksonville | FL | 12/2021 | 03/2025 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 06/2021 | 04/2025 |
| University Of Florida | Gainesville | FL | 08/2016 | 05/2021 |
| University Of Florida | Gainesville | FL | 04/2017 | 05/2020 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 04/2025 | Present |
| Strategic Advisers Llc | Jacksonville | FL | 03/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-23 |
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