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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-28 |
| TX | RA | APPROVED | 2025-05-23 |
Branch Locations
900 North Orlando Ave, Winter Park, FL 32789-2924 • United States
Winter Park, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Productions Plus | Orlando | FL | 01/2014 | 06/2024 |
| Fidelity Investments | The Villages | FL | 09/2024 | Present |
| Unemployed | Winter Park | FL | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-08 |
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