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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
Ponte Vedra, FL • United States
822 A1A N Suite 100, Ponte Vedra Beach, FL 32082-3286 • United States
822 North Highway A1A Suite 109, Ponte Vedra Beach, FL 32082-3260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 07/2014 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130720|OrgNmn:Statterbox|Org Addr:Ponte Vedr,Florida,US|OBA Nature:youth sports performance track|Invst Rel:N|Title:Partner|Duties:business development and relationship management|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-106359|OrgNmn:Suffolk University|Org Addr:boston,Massachuse,US|OBA Nature:CFP Instructor|Invst Rel:N|Title:Employee|Duties:Teaching estate planning courses one night per week, prepping materials|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-120683|OrgNmn:Kitchn Beauty Lab|Org Addr:Ponte Vedr,Florida,US|OBA Nature:A clean skincare line made of |Invst Rel:N|Title:Authorized owner|Duties:None - my wife is planning on running it|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-17 |
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