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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-26 |
| TX | RA | APPROVED | 2026-05-21 |
Branch Locations
Ponte Vedra Beach, 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 |
|---|---|---|---|---|
| Unemployed | Jacksonville | FL | 02/2015 | 01/2019 |
| Unemployed | Jacksonville | FL | 06/2022 | 10/2023 |
| University Of North Florida | Jacksonville | FL | 01/2016 | 09/2017 |
| Door Dash | Jacksonville | FL | 10/2023 | 02/2025 |
| Fidelity Investments | Jacksonville | FL | 03/2025 | Present |
| Uber | Jacksonville | FL | 10/2023 | 02/2025 |
| Florida State College Of Jacksonville | Jacksonville | FL | 01/2019 | 06/2022 |
OBA-124123|OrgNmn:Sole Proprietorship|Org Addr:Jacksonvil,Florida,US|OBA Nature:Selling items on Ebay and othe|Invst Rel:N|Title:Sole Proprietor|Duties:None|StrtDt:12-09-25|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-18 |
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