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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
St. Augustine, FL • United States
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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 11/2014 | 06/2017 |
| Tiaa | Charlotte | NC | 11/2014 | 06/2017 |
| Carrington Holding Company | Jacksonville | FL | 09/2017 | 08/2018 |
| 3 Points Preservation | Jacksonville | FL | 08/2018 | 06/2019 |
| Raymond James And Associates, Inc. | Jacksonville | FL | 06/2019 | 11/2020 |
| Fidelity Investments | Jacksonville | FL | 11/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-29 |
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