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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2025-12-22 |
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 |
|---|---|---|---|---|
| Unemployed | Vero Beach | FL | 04/2024 | 06/2024 |
| Vero Beach Social Media | Vero Beach | FL | 11/2022 | 04/2023 |
| Synchrony Financial | Stamford | CT | 06/2024 | 09/2024 |
| Rio Coco Cafe | Vero Beach | FL | 05/2021 | 08/2021 |
| Vero Fitness | Vero Beach | FL | 09/2024 | 06/2025 |
| Grata Software | Orlando | FL | 05/2023 | 08/2023 |
| University Of Central Florida | Orlando | FL | 08/2020 | 04/2024 |
| Vero Beach High School | Vero Beach | FL | 08/2016 | 05/2020 |
| Starbucks | Vero Beach | FL | 11/2020 | 01/2021 |
| Fidelity Investments | Jacksonville | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-17 |
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