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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
Jacksonville, FL • United States
4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Magnolia Medical Group | Jacksonville | FL | 09/2012 | 11/2018 |
| Fidelity Brokerage Services | Jacksonville | FL | 12/2018 | Present |
| University Of North Florida | Jacksonville | FL | 09/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-08 |
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