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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
St. Augustine, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgestone Retail Operations/Firestone Complete Auto Care | Jacksonville | FL | 01/2016 | 08/2017 |
| Chipolte | St. Augustine | FL | 02/2018 | 03/2018 |
| Mellow Mushroom | Fleming Island | FL | 04/2018 | 08/2018 |
| Veteran'S United Craft Brewery | Jacksonville | FL | 08/2018 | 11/2018 |
| Ponte Vedra Inn And Club/Gate Hospitality | Ponte Vedra Beach | FL | 11/2018 | 04/2019 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 04/2019 | Present |
| Unemployeed | Fleming Island | FL | 09/2017 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
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