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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
Jacksonville, FL • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Orlando | FL | 08/2021 | 11/2022 |
| Uber Eats | Orlando | FL | 05/2020 | 07/2021 |
| Marco'S Pizza | Orlando | FL | 06/2019 | 02/2020 |
| Palencia Tennis Center | St. Augustine | FL | 07/2017 | 08/2018 |
| Tommy Hilfiger | St. Augustine | FL | 08/2016 | 07/2017 |
| University Of Central Florida | Orlando | FL | 08/2018 | 05/2022 |
| Nease High School | Ponte Vedra | FL | 08/2014 | 05/2018 |
| Fidelity Investments | Orlando | FL | 01/2023 | Present |
| Graduation Day Flowers | Orlando | FL | 05/2019 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-03 |
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