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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_RES | 2025-03-31 |
Branch Locations
450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbks Wealth Advisors | Stuart | FL | 07/2021 | 07/2022 |
| Cold Stone Creamery | Ft Myers Beach | FL | 08/2020 | 07/2021 |
| Papa Gino's | Westford | MA | 05/2015 | 11/2018 |
| Florida Golf Coast University | Ft Myers | FL | 09/2017 | 05/2021 |
| Westford Academy | Westford | MA | 09/2013 | 05/2017 |
| Fidelity Investments | Naples | FL | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-14 |
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