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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
6921 Daniels Parkway Suite 200, Fort Myers, FL 33912-1534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Germain Arena | Fort Myers | FL | 05/2016 | 05/2018 |
| Vineyard Vines | Fort Myers | FL | 03/2016 | 08/2018 |
| Northwestern Mutual | Fort Myers | FL | 05/2019 | 01/2021 |
| Fidelity Investments | Merrimack | NH | 06/2021 | Present |
| University Of New Hampshire | Durham | NH | 08/2017 | 05/2021 |
| Dicks Sporting Goods | Newington | NH | 01/2018 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-28 |
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