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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Middleburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida State College At Jacksonville | Jacksonville | FL | 09/2016 | 07/2021 |
| Florida Health Foods | Jacksonville | FL | 10/2016 | 06/2021 |
| Fedex | Jacksonville | FL | 10/2020 | 07/2021 |
| Fidelity Investments | Jacksonville | FL | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-15 |
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