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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 | 2025-03-31 |
Branch Locations
822 A1A N Suite 100, Ponte Vedra Beach, FL 32082-3286 • United States
Ponte Vedra, FL • United States
822 North Highway A1A Suite 109, Ponte Vedra Beach, FL 32082-3260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Csx Transportation | Jacksonville | FL | 07/2016 | 07/2020 |
| Aaa - The Auto Club Group | Tampa | FL | 08/2020 | 07/2021 |
| Fidelity Investments | Ponte Vedra Beach | FL | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-62238|OrgNmn:Champion Partners Inc|Org Addr:St. Peters,Florida,US|OBA Nature:Consulting Firm|Invst Rel:N|Title:Director|Duties:Named non-active director so that any remaining small business assets could easily remain in the business upon death of a parent|StrtDt:02-11-12|TotHrs/mon:0.1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-13 |
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