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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
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Chicago | IL | 04/2015 | 01/2017 |
| Fidelity Investments | Tampa | FL | 01/2017 | 10/2017 |
| Fidelity Investments | Tampa | FL | 10/2017 | 04/2019 |
| Centaurus Financial, Inc. | Anaheim | CA | 07/2019 | 05/2020 |
| Fidelity Brokerage Services Llc | Tampa | FL | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-08 |
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