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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 |
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Vero Beach, FL • United States
821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Milwaukee | WI | 10/2015 | 11/2016 |
| U.S. Bancorp Investments, Inc. | Milwaukee | WI | 10/2015 | 11/2016 |
| Pnc Bank | Vero Beach | FL | 01/2017 | 10/2018 |
| Pnc Investments | Pittsburgh | PA | 01/2017 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach | FL | 05/2019 | 04/2023 |
| Pnc Bank | Vero Beach | FL | 07/2018 | 05/2019 |
| Gap Inc. | Vero Beach | FL | 06/2017 | 07/2018 |
| Bank Of America, N.A. | Vero Beach | FL | 06/2019 | 04/2023 |
| Fidelity Investments | Vero Beach | FL | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-17 |
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