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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-14 |
| TX | RA | APPROVED_RES | 2025-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Homestead | FL | 06/2020 | 06/2021 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 11/2023 | 11/2023 |
| Fidelity Investments | Miami | FL | 04/2025 | Present |
| South Dade Senior High School | Homestead | FL | 08/2014 | 06/2018 |
| Unemployed | Homestead | FL | 11/2023 | 01/2024 |
| Unemployed | Homestead | FL | 07/2018 | 08/2018 |
| Empower Financial Services, Inc | Greenwood Village | CO | 01/2024 | 11/2024 |
| Franklin And Marshall College - Q&Sc | Lancaster | PA | 08/2019 | 05/2020 |
| Franklin And Marshall College | Lancaster | PA | 08/2018 | 05/2021 |
| Unemployed | Homestead | FL | 02/2025 | 04/2025 |
| Unemployed | Homestead | FL | 03/2023 | 11/2023 |
| Florida Financial Advisors | Miami | FL | 07/2021 | 02/2023 |
| Tai Lopez Brands | Reno | NV | 12/2024 | 02/2025 |
| Breakthrough Collaborative | Kent Denver | CO | 07/2019 | 08/2019 |
| Trinity Wealth Securities | Miami | FL | 11/2021 | 02/2023 |
| Cvs | Lancaster | PA | 02/2020 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-14 |
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