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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 |
|---|---|---|---|---|
| Axa Advisors, Llc | Boca Raton | FL | 06/2019 | 10/2019 |
| Keyes Real Estate | Boynton Beach | FL | 01/2016 | 12/2018 |
| Banana Boat | Boynton Beach | FL | 10/2013 | 03/2019 |
| Jp Morgan Chase Bank, N.A. | Delray Beach | FL | 10/2019 | 08/2022 |
| Jp Morgan Securities Llc | Delray Beach | FL | 10/2019 | 08/2022 |
| Spartan Saver Llc | Lake Worth | FL | 11/2021 | 08/2022 |
| Fidelity Investments | Jacksonville | FL | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-23 |
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