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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 | 2025-03-31 |
Branch Locations
Boca Raton, FL • United States
1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States
Boca Raton, FL • United States
1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin/Templeton Distributors, Inc. | San Mateo | CA | 05/2005 | 09/2017 |
| Cfwp Securities, Llc ( | New York | NY | 10/2017 | 03/2018 |
| Cfia Cantor Fitzgerald Investment Advisors | New York | NY | 10/2017 | 03/2018 |
| Unemployed | New York | NY | 03/2018 | 02/2019 |
| Dinosaur Financial Group Llc | New York | NY | 02/2019 | 01/2020 |
| Fidelity Brokerage Services Llc | Financial Consultant | FL | 05/2020 | Present |
| Unemployed | Boca Raton | FL | 02/2020 | 04/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-24 |
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