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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 01/2020 | 01/2021 |
| Drip Fit | Bocaraton | FL | 08/2017 | 06/2018 |
| Palm Beach Gym | Boca Raton | FL | 05/2016 | 03/2019 |
| Principal Financial Group | Boca Raton | FL | 03/2019 | 12/2019 |
| Sequoia Financial Group | Tampa | FL | 01/2021 | 08/2022 |
| Fidelity Investments | Sarasota | FL | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-05 |
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