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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| FL | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Boca Raton | FL | 01/2022 | 07/2022 |
| Florida Atlantic University | Boca Raton | FL | 06/2018 | 12/2021 |
| Unemployed | Middleburry | CT | 07/2023 | 10/2023 |
| Emergency Property Restoration | Pompano Beach | FL | 01/2019 | 01/2022 |
| Fidelity Investments | Boca Raton | FL | 08/2024 | Present |
| Fidelity Investments | Sarasota | FL | 07/2022 | 07/2023 |
| One Thousand Ocean | Boca Raton | FL | 03/2019 | 01/2020 |
| Ameriprise Financial | Middlebury | CT | 10/2023 | 08/2024 |
| Marrriott | Pompano Beach | FL | 09/2018 | 03/2019 |
| Cardinal Mooney High School | Sarasota | FL | 08/2014 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-24 |
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