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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-18 |
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 |
|---|---|---|---|---|
| 21St Mortgage | Knoxville | TN | 10/2020 | 03/2021 |
| Mutual Of Omaha Mortgage | San Diego | CA | 03/2021 | 10/2022 |
| Mountain Empire | Big Stone Gap | VA | 06/2017 | 07/2018 |
| K-Vat Food Stores | Middlesboro | KY | 10/2017 | 04/2020 |
| Fidelity Investments | Jacksonville | FL | 10/2025 | Present |
| Lincoln Memorial University | Harrogate | TN | 08/2018 | 09/2019 |
| Unemployed | Dryden | VA | 04/2020 | 10/2020 |
| Self Employed | Jacksonville | FL | 10/2022 | 12/2024 |
| Thomas Walker | Ewing | VA | 08/2013 | 06/2017 |
| Lincoln Memorial University | Harrogate | TN | 07/2018 | 05/2020 |
| Unemployed | Jacksonville | FL | 12/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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