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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 05/2026 | Present |
| Fidelity Investments | Jacksonville | FL | 01/2026 | Present |
| Navy Federal Credit Union | St Marys | GA | 02/2023 | 02/2025 |
| Publix Super Markets | Jacksonville | FL | 02/2015 | 02/2023 |
| Jpmorgan Chase | Jacksonville | FL | 02/2025 | 01/2026 |
OBA-132461|OrgNmn:Ross Stores, Inc.|Org Addr:Jacksonvil,Florida,US|OBA Nature:Re-sale Clothing Store|Invst Rel:N|Title:Store Protection Specialist|Duties:Greet customers, shortage categories knowledge, and loss prevention|StrtDt:07-29-26|TotHrs/mon:60|TrdHrs/mon:0|OBA-128112|OrgNmn:2020 Companies|Org Addr:Jacksonvil,Florida,US|OBA Nature:National Retail Sales Agency|Invst Rel:N|Title:PC Sales Representative|Duties:Helping retail customers with HP products, mainly laptops, with product specs and asking probing questions concerning their laptop needs.|StrtDt:03-06-26|TotHrs/mon:74|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
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