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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2026-05-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 05/2026 | Present |
| Merrill Lynch | Jacksonville | FL | 09/2019 | 11/2021 |
| Merrill Lynch | Jacksonville | FL | 09/2019 | 12/2021 |
| Unemployed | Jacksonville | FL | 06/2019 | 09/2019 |
| Tesla | Jacksonville | FL | 05/2018 | 09/2019 |
| Adp | Jacksonville | FL | 08/2017 | 06/2018 |
| Best Buy | Jacksonville | FL | 03/2018 | 07/2018 |
| Suddath Logistics | Jacksonville | FL | 04/2017 | 08/2017 |
| Apple Inc | Jacksonville | FL | 06/2008 | 03/2017 |
| Citigroup Wealth Management | Jacksonville | FL | 11/2021 | 01/2022 |
| Citigroup | Jacksonville | FL | 12/2021 | 01/2022 |
| Fidelity Investments | Jacksonville | FL | 02/2022 | 08/2025 |
| Merrill Lynch | Jacksonville | FL | 07/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-28 |
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