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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-09 |
| TX | RA | APPROVED | 2025-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Menchie'S Frozen Yogurt | Trinity | FL | 12/2019 | 12/2020 |
| Walgreens | Trinity | FL | 12/2020 | 05/2023 |
| Unemployed | New Port Richey | FL | 08/2025 | 09/2025 |
| Home Depot | New Port Richey | FL | 08/2021 | 01/2022 |
| Suncoast Credit Union | Holiday | FL | 06/2023 | 11/2024 |
| Unemployed | New Port Richey | FL | 09/2015 | 12/2019 |
| Morgan Stanley | Tampa | FL | 12/2024 | 08/2025 |
| Fidelity Investments | Tallahassee | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-21 |
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