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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
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 04/2014 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-119093|OrgNmn:Natures Walk Home Owners Association |Org Addr:Fernandina,Florida,US|OBA Nature:maintain the beauty of our nei|Invst Rel:N|Title:Board Member|Duties:Meet to ensure all homeowners are abiding by the covenants|StrtDt:05-08-25|TotHrs/mon:3|TrdHrs/mon:0|OBA-91340|OrgNmn:American Legion Post 54|Org Addr:Fernandina,Florida,US|OBA Nature:Veterans Organization|Invst Rel:N|Title:volunteer|Duties:Tend bar on Sundays |StrtDt:|TotHrs/mon:32|TrdHrs/mon:0|OBA-120010|OrgNmn:American Legion Post 54|Org Addr:Fernandina,Florida,US|OBA Nature:Membership based on prior Mili|Invst Rel:N|Title:Interim Bookkeeper|Duties:Utilize quickbooks to provide Financial reporting. Organize receipts, bills, payroll, taxes. I will NOT be a signer on any accounts. This w|StrtDt:08-13-25|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-30 |
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