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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
St. Petersburg, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Univeristy Of Florida | Gainesville | FL | 06/2015 | 05/2019 |
| Spatial Networks | St. Petersburg | FL | 05/2018 | 08/2018 |
| Axa Advisors, Llc | New York | NY | 09/2019 | 06/2020 |
| Unemployed | Jacksonvile | FL | 05/2019 | 09/2019 |
| Equitable Advisors, Llc | New York | NY | 09/2019 | 10/2021 |
| Fidelity Investments | Jacksonville | FL | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-21 |
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