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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
Jacksonville, FL • United States
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 |
|---|---|---|---|---|
| The Florida Springs Institute | High Springs | FL | 01/2023 | 04/2023 |
| Guided Financial Advisors | West Palm Beach | FL | 09/2024 | 07/2025 |
| Cynuria Consulting | Gainesville | FL | 06/2023 | 03/2024 |
| Sp Plus | Doral | FL | 01/2020 | 03/2020 |
| The Modern Rose | St. Augustine | FL | 02/2025 | 07/2025 |
| Anthony'S Coal Fired Pizza | Doral | FL | 10/2019 | 12/2019 |
| Unemployed | Doral | FL | 07/2024 | 09/2024 |
| Unemployed | Gainesville | FL | 06/2021 | 01/2022 |
| Unemployed | Doral | FL | 07/2025 | 10/2025 |
| Unemployed | Gainesville | FL | 04/2023 | 06/2023 |
| Fidelity Investments | Jacksonville | FL | 10/2025 | Present |
| Unemployed | Doral | FL | 03/2020 | 03/2021 |
| Schulte Hospitality Group | Doral | FL | 03/2021 | 06/2021 |
| Unemployed | Doral | FL | 10/2015 | 10/2019 |
| The Selling Factory | Gainesville | FL | 01/2023 | 04/2023 |
| Autometric Calibration | Boca Raton | FL | 03/2024 | 07/2024 |
| Hibbett Sports | Gainesville | FL | 01/2022 | 03/2022 |
| Unemployed | Gainesville | FL | 03/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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