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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
121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First American Bank (Previously Continental National Bank) | Miami | FL | 05/2018 | 06/2021 |
| Fidelity Investments | Coral Gables | FL | 06/2021 | Present |
| Orange Theory Fitness | Miami | FL | 03/2018 | 05/2018 |
| Spirit Halloween | Miami | FL | 09/2017 | 11/2017 |
| Miami-Dade College | Miami | FL | 06/2017 | 08/2019 |
| Florida International University | Miami | FL | 08/2019 | 04/2021 |
| Florida Christian School | Miami | FL | 01/2011 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
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