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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-09 |
| FL | RA | APPROVED | 2025-03-31 |
Branch Locations
Saint Augustine, FL • United States
822 A1A N Suite 100, Ponte Vedra Beach, FL 32082-3286 • United States
822 North Highway A1A Suite 109, Ponte Vedra Beach, FL 32082-3260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2014 | 04/2022 |
| Bank Of America N.A. | Jacksonville | FL | 10/2014 | 04/2022 |
| Fidelity Investments | Jacksonville | FL | 04/2022 | Present |
| Burlington Stores | Saint Augustine | FL | 07/2021 | 12/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-12 |
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