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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-23 |
| TX | RA | APPROVED_RES | 2025-06-17 |
Branch Locations
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • 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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Ft. Lauderdale | FL | 09/2013 | 11/2016 |
| E*Trade Securities Llc | Ft. Lauderdale | FL | 11/2016 | 02/2020 |
| E*Trade Securities Llc | Ft. Lauderdale | FL | 02/2020 | 03/2022 |
| E*Trade Securities Llc | Plantation | FL | 03/2022 | 09/2023 |
| E*Trade Capital Management | Planation | FL | 09/2013 | 09/2023 |
| Morgan Stanley | Plantation | FL | 09/2023 | 04/2025 |
| Fidelity Investments | Sarasota | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-29 |
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