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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-18 |
| FL | RA | APPROVED | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2009 | 05/2022 |
| Autozone | Jacksonville | FL | 10/2016 | 06/2017 |
| The Home Depot | Palm Bay | FL | 01/2022 | 02/2022 |
| Fidelity Investments | Palm Bay | FL | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-113618|OrgNmn:Self Employment|Org Addr:Palm Bay,Florida,US|OBA Nature:Household maintenance and clea|Invst Rel:N|Title:Partner|Duties:I will be performing household maintenance.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-11 |
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