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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| FL | RA | APPROVED | 2026-01-28 |
Branch Locations
822 A1A N Suite 100, Ponte Vedra Beach, FL 32082-3286 • United States
Jacksonville, FL • United States
822 North Highway A1A Suite 109, Ponte Vedra Beach, FL 32082-3260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakewood Ranch Fitness Express Llc | Bradenton | FL | 05/2023 | 05/2024 |
| Eisenhart Family | Jacksonville Beach | FL | 03/2019 | 05/2023 |
| Unemployed | Bradenton | FL | 07/2015 | 02/2017 |
| Fidelity Investments | Ponte Vedra Beach | FL | 08/2025 | Present |
| Bonefish Grill | Bradenton | FL | 02/2017 | 08/2017 |
| Fratello'S | Bradenton | FL | 09/2017 | 01/2018 |
| Unemployed | Bradenton | FL | 02/2018 | 03/2019 |
| Adp | Nashville | TN | 05/2024 | 07/2025 |
| Wellcomm Lwr Llc | Bradenton | FL | 05/2023 | 05/2024 |
| Reflex | Austin | TX | 12/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-21 |
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