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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| FL | RA | APPROVED | 2026-07-09 |
Branch Locations
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Bradenton | FL | 10/2025 | 04/2026 |
| Fidelity Investments | Sarasota | FL | 04/2026 | Present |
| Evolution Parking & Guest Services | Tampa | FL | 05/2025 | 06/2025 |
| University Of South Florida | Tampa | FL | 08/2024 | 05/2025 |
| Tampa Yacht & Country Club | Tampa | FL | 05/2024 | 08/2024 |
| University Of South Florida | Tampa | FL | 08/2022 | 05/2024 |
| Lighthouse Point Marina | Lighthouse Point | FL | 05/2022 | 08/2022 |
| University Of South Florida | Tampa | FL | 08/2021 | 05/2022 |
| Publix | Sea Ranch Lakes | FL | 03/2019 | 08/2021 |
| Deerfield Middle/Pompano Highschool | Lighthouse Point | FL | 06/2015 | 03/2019 |
| Osaic Wealth Management | Sarasota | FL | 07/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
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