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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Land O Lakes, FL • United States
1057 Lake Sumter Landing, The Villages, FL 32162-2698 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | New York | NY | 11/2008 | 11/2018 |
| Fisher Investments | Camas | WA | 11/2018 | 02/2020 |
| Fidelity Brokerage Servicees Llc | The Villages | FL | 04/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-06 |
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