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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
450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mott Community Center | Fairfax | VA | 06/2015 | 01/2017 |
| Boys And Girls Club Of The Midlands | Columbia | SC | 02/2018 | 04/2018 |
| Ee Reed Construction | Fairfax | VA | 05/2018 | 08/2018 |
| Dumbarton Investments | Fairfax | VA | 11/2017 | 01/2018 |
| University Of South Carolina | Columbia | SC | 08/2014 | 05/2018 |
| The Vanguard Group, Inc | Charlotte | NC | 09/2018 | 01/2021 |
| Fidelity Investments | Ft. Lauderdale | FL | 01/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-31 |
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