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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
900 North Orlando Ave, Winter Park, FL 32789-2924 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wjgm, Llc | Jacksonville | FL | 07/2011 | 10/2019 |
| West Jacksonville Baptist Church | Jacksonville | FL | 06/2014 | 10/2019 |
| Temple Builders Gym | Jacksonville | FL | 08/2018 | 04/2019 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 10/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-17 |
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