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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-11 |
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States
Punta Gorda, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bowland | Port Charlotte | FL | 06/2022 | 08/2022 |
| Fsw Charlotte Campus | Punta Gorda | FL | 08/2017 | 05/2021 |
| Fidelity Investments | Jacksonville | FL | 01/2025 | Present |
| St. Charles Borromeo Catholic School | Port Charlotte | FL | 01/2015 | 08/2017 |
| Days Inn | Gainesville | FL | 11/2021 | 02/2022 |
| University Of Florida | Gainesville | FL | 08/2022 | 06/2024 |
| University Of Florida | Gainesville | FL | 02/2022 | 06/2022 |
| University Of Florida | Gainesville | FL | 05/2021 | 11/2021 |
| Fidelity Investments | Jacksonville | FL | 06/2024 | 08/2024 |
| Academic Support Center | Punta Gorda | FL | 02/2020 | 05/2021 |
| University Of Florida | Gainesville | FL | 08/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-23 |
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