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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
Saint Johns, 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 |
|---|---|---|---|---|
| Pruco Securities Llc | Jacksonville | FL | 05/2014 | 01/2019 |
| The Prudential Insurance Company Of America | Jacksonville | FL | 05/2014 | 01/2019 |
| Us Navy Reserves | Jacksonville | FL | 02/2014 | 11/2021 |
| Morgan Stanley | Jacksonville | FL | 01/2019 | 02/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | 02/2020 |
| Unemployed | Jacksonville | FL | 02/2020 | 08/2020 |
| Bbva Usa | Birmingham | AL | 09/2020 | 08/2021 |
| Bbva Securities Inc | Jacksonville | FL | 09/2020 | 08/2021 |
| Bbva Insurance Agency Inc | Austin | TX | 09/2020 | 08/2021 |
| Bbva Wealth Solutions Inc. | Jacksonville | FL | 09/2020 | 08/2021 |
| Fidelity Investments | Jacksonville | FL | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2015-07-10 |
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