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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
Lake Worth, FL • United States
3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boynton Beach | FL | 10/2011 | 10/2018 |
| Bank Of America, N.A. | Boynton Beach | FL | 12/2011 | 10/2018 |
| Suntrust Investment Services Inc | Atlanta | GA | 10/2018 | 05/2022 |
| Suntrust Bank | Delray Beach | FL | 10/2018 | 05/2022 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 10/2018 | 05/2022 |
| Fidelity Investments | Palm Beach Gardens | FL | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-114829|OrgNmn:Real Estate Sales|Org Addr:West Palm ,Florida,US|OBA Nature:Real Estate Agent|Invst Rel:Y|Title:Sole Proprietor|Duties:Real estate sales agent listing properites for sale and helping buyers find properties to purchase.|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-127832|OrgNmn:Palm Beach County School District|Org Addr:Lake Worth,Florida,US|OBA Nature:Part Time Baseball Trainer|Invst Rel:N|Title:Employee|Duties:Coach & Train school baseball players|StrtDt:03-02-26|TotHrs/mon:20|TrdHrs/mon:0|OBA-116749|OrgNmn:Sweat Equity LLC|Org Addr:Lake Worth,Florida,US|OBA Nature:Youth sports training, coachin|Invst Rel:N|Title:Officer|Duties:Co-owner, athletic trainer & coach|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-13 |
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