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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
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 |
|---|---|---|---|---|
| Fidelity Investments | Sarasota | FL | 02/2023 | Present |
| Enterprise Holdings | Fort Myers | FL | 02/2022 | 02/2023 |
| Unemployed | Sarasota | FL | 11/2021 | 01/2022 |
| Leola Construction | Sarasota | FL | 09/2021 | 10/2021 |
| Yelp | Sarasota | FL | 05/2021 | 09/2021 |
| Olive Garden | Orlando | FL | 02/2021 | 05/2021 |
| Student | Orlando | FL | 04/2020 | 01/2021 |
| Northwestern Mutual | Orlando | FL | 05/2019 | 03/2020 |
| Sprint | Orlando | FL | 03/2018 | 04/2019 |
| Unemployed | Orlando | FL | 02/2018 | 02/2018 |
| Chick Fil A | Orlando | FL | 03/2016 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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