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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
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yes Entertainment And Sports | Boynton Beach | FL | 03/2015 | 06/2017 |
| Roma'S Italian Restaurant | St. Johns | FL | 02/2018 | 05/2018 |
| Yes Entertainment And Sports | Boynton Beach | FL | 06/2018 | 08/2018 |
| Moxie Kitchen And Cocktails | Jacksonville | FL | 03/2019 | 12/2019 |
| Prati Italia | Jacksonville | FL | 01/2020 | 03/2020 |
| Yosemite Irrigation And Landscaping | St. Johns | FL | 05/2020 | 07/2020 |
| University Of North Florida | Jacksonville | FL | 06/2017 | 06/2021 |
| Park Vista High School | Boynton Beach | FL | 08/2013 | 05/2017 |
| Fidelity Investments | Jacksonville | FL | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-01 |
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