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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
Miami Lakes, FL • United States
121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2018 | 08/2019 |
| Apollo Inc | Miami | FL | 04/2017 | 03/2018 |
| Vonage | Miami | FL | 11/2016 | 03/2017 |
| T-Mobile | Miami | FL | 12/2010 | 10/2016 |
| Front Line Strategies Inc. | Miami | FL | 07/2018 | 08/2018 |
| Unemployed | Miami | FL | 03/2018 | 07/2018 |
| Unemployed | Unemployed | 08/2019 | 11/2019 | |
| Valic Financial Advisors, Inc. | Miami | FL | 11/2019 | 05/2021 |
| Fidelity Investments | Miami | FL | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-31 |
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