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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-29 |
| FL | RA | APPROVED | 2026-04-28 |
Branch Locations
6921 Daniels Parkway Suite 200, Fort Myers, FL 33912-1534 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Audi Naples | Naples | FL | 08/2023 | 09/2023 |
| Culvers | Cape Coral | FL | 03/2017 | 05/2017 |
| Unemployed | Cape Coral | FL | 05/2017 | 09/2017 |
| Unemployed | Cape Coral | FL | 11/2015 | 03/2017 |
| The Saloon Cononut Point | Estero | FL | 09/2022 | 01/2023 |
| Cirellas | Naples | FL | 08/2022 | 12/2022 |
| United States Marine Corps | Oceanside | CA | 09/2017 | 09/2021 |
| Pelican Marsh Golf Club | Naples | FL | 09/2023 | 10/2025 |
| Golf Galaxy | Fort Myers | FL | 01/2023 | 08/2023 |
| Fidelity Investments | Fort Myers | FL | 01/2026 | Present |
| Dunkin Donuts | Cape Coral | FL | 09/2021 | 12/2021 |
| Unemployed | Naples | FL | 12/2021 | 08/2022 |
| Beeline | Naples | FL | 10/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-10 |
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