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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Mill Valley, CA • United States
851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2019 | 06/2020 |
| Finish Line | Jacksonville | FL | 05/2017 | 10/2017 |
| River City Rogue | Jacksonville | FL | 06/2017 | 01/2019 |
| University Of North Florida | Jacksonville | FL | 06/2014 | 04/2019 |
| Equitable Advisors, Llc | New York | NY | 06/2019 | 03/2021 |
| Fidelity Investments | Jacksonville | FL | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-01 |
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