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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
821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States
Vero Beach, FL • 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 |
|---|---|---|---|---|
| Pnc Investments | Vero Beach | FL | 12/2014 | 09/2017 |
| Pnc Bank | Vero Beach | FL | 12/2014 | 09/2017 |
| Edward Jones | St Louis | MO | 02/2018 | 08/2018 |
| Treasure And Space Coast Radio | Vero Beach | FL | 12/2017 | 01/2018 |
| Unemployed | Vero Beach | FL | 08/2018 | 09/2018 |
| Unemployed | Vero Beach | FL | 09/2017 | 12/2017 |
| Thrivent Investment Management Inc | Heathrow | FL | 09/2018 | 12/2018 |
| Thrivent Financial | Appleton | WI | 09/2018 | 12/2018 |
| Edward Jones | St.LOuis | MO | 12/2018 | 12/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2020 | 11/2021 |
| Cuna Mutual Group | Waverly | IA | 12/2020 | 11/2021 |
| Ameriprise Financial Services, Llc | Vero Beach | FL | 11/2021 | 02/2024 |
| Fidelity Investments | Vero Beach | FL | 02/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-18 |
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