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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_RES | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beirut Restaurant And Spirits | Jacksonville | FL | 09/2018 | 12/2018 |
| Platinum Marketing Global | Jacksonville | FL | 06/2019 | 08/2019 |
| Liberty National Life | Jacksonville | FL | 01/2020 | 03/2020 |
| New York Life Insurance Company | Jacksonville | FL | 06/2018 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Mary | FL | 03/2019 | 06/2019 |
| Ernie Palmer Toyota | Jacksonville | FL | 09/2017 | 06/2018 |
| Amerilife Of North Florida | Jacksonville | FL | 08/2020 | 12/2021 |
| Kms Financial Group | Saint Johns | FL | 03/2020 | 08/2020 |
| Guidewell | Jacksonville | FL | 08/2019 | 01/2020 |
| Sahara Cafe & Bar | Jacksonville | FL | 07/2018 | 09/2018 |
| Law Office Of Chad A. Barr, Pa | Altamonte Springs | FL | 01/2019 | 03/2019 |
| Cornerstone Financial Network | Jacksonville | FL | 12/2021 | 02/2024 |
| Fidelity Investments | Jacksonville | FL | 02/2024 | Present |
| Coastal Atlantic Partners | Jacksonville | FL | 08/2016 | 09/2017 |
| Personalized Medicine Consultants | Altamonte Springs | FL | 12/2018 | 07/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-21 |
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