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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
821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States
Vero Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach | FL | 08/2019 | 04/2020 |
| Sexton Grove Service | Vero Beach | FL | 11/2011 | 01/2020 |
| Pnc | Vero Beach/Port St Lucie | FL | 07/2017 | 08/2019 |
| Kathy Perez/Florida Referrals | Stuart | FL | 09/2016 | 06/2017 |
| Bank Of America, N.A. | Vero Beach | FL | 11/2019 | 05/2020 |
| Fidelity Brokerage Services Llc | Vero Beach | FL | 05/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-117146|OrgNmn:Pobrecita LLC|Org Addr:Vero Beach,Florida,US|OBA Nature:I own 1 rental home- it was re|Invst Rel:Y|Title:Manager |Duties:I pay the insurance, taxes, lawn and monthly cleaning. I will have to pay any maintenance required. The tenants pay me once a month into the L|StrtDt:09-12-24|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-26 |
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