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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-09 |
| TX | RA | APPROVED | 2026-04-07 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida State University | Tallahassee Florida | FL | 09/2024 | 12/2025 |
| Fidelity Investments | Tallahassee | FL | 09/2025 | 11/2025 |
| Fidelity Investments | Jacksonville | FL | 06/2025 | 08/2025 |
| Fidelity Investments | Jacksonville | FL | 01/2026 | Present |
| Christian Life School | Racine | WI | 01/2016 | 05/2022 |
| Florida State University | Tallahassee | FL | 09/2022 | 12/2025 |
| Unemployed | Racine | WI | 06/2022 | 08/2022 |
| Festival Foods | Somers | WI | 10/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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