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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
3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2019 | 06/2020 |
| Farm Credit Of Florida | Gainesville | FL | 05/2018 | 07/2018 |
| Miller's Ale House | Gainesville | FL | 06/2017 | 07/2018 |
| University Of Florida | Gainesville | FL | 08/2014 | 12/2018 |
| Equitable Advisors, Llc | New York | NY | 03/2019 | 08/2021 |
| Fidelity Investments | Palm Beach Gardens | FL | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-15 |
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