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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
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 |
|---|---|---|---|---|
| Uf Health Jacksonville | Jacksonville | FL | 11/2020 | 08/2021 |
| Community First Credit Union | Jacksonville | FL | 10/2018 | 10/2020 |
| Goodwill Industries Of North Florida | Jacksonville | FL | 12/2017 | 09/2018 |
| Baker Correctional Institution | Sanderson | FL | 09/2016 | 12/2016 |
| Fidelity Investments | Jacksonville | FL | 09/2021 | Present |
| Unemployed | Jacksonville | FL | 01/2017 | 11/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-17 |
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