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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2018 | 06/2021 |
| Prancer Capital | Lake Mary | FL | 09/2017 | 09/2018 |
| Trustco Bank | Orlando | FL | 06/2016 | 09/2017 |
| University Of Central Florida | Orlando | FL | 09/2014 | 09/2017 |
| Massmutual Life Insurance Co. | Orlando | FL | 07/2021 | 09/2021 |
| Mml Investors Services | Orlando | FL | 07/2021 | 09/2021 |
| Fidelity Investments | Merrimack | NH | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-13 |
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