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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
St. Petersburg, FL • United States
28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 01/2019 | Present |
| Onecause | Tampa | FL | 09/2018 | 01/2019 |
| La Fitness | Dunedin | FL | 08/2017 | 05/2018 |
| Holiday Inn And Suites | Tallahassee | FL | 01/2017 | 08/2017 |
| Plant Lab | Tallahassee | FL | 08/2016 | 05/2017 |
| University Of South Florida | Tampa | FL | 08/2017 | 12/2018 |
| Florida State University | Tallahassee | FL | 06/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-01 |
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