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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
Winter Park, FL • United States
900 North Orlando Ave, Winter Park, FL 32789-2924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Members First Credit Union Of Fl | Pensacola | FL | 02/2020 | 07/2021 |
| New York Life Insurance Co | Pensacola | FL | 06/2021 | 01/2022 |
| Pensacola Christian College | Pensacola | FL | 05/2016 | 12/2019 |
| Nylife Securities, Llc | Pensacola | FL | 10/2021 | 01/2022 |
| Charles Schwab & Co., Inc. | The Villages | FL | 01/2022 | 09/2023 |
| Charles Schwab Bank, Ssb | The Villages | FL | 01/2022 | 09/2023 |
| Pensacola Christian College | Pensacola | FL | 01/2020 | 12/2021 |
| Fidelity Investments | Altamonte Springs | FL | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-21 |
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