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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
Ponte Vedra, 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 |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 10/2021 | Present |
| St. John's Golf & Country Club | St. Augustine | FL | 03/2021 | 08/2021 |
| Tpc Sawgrass | Ponte Vedra Beach | FL | 01/2017 | 03/2021 |
| Hackler Golf Course | Conway | SC | 08/2015 | 12/2016 |
| Coastal Carolina University | Conway | SC | 08/2013 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
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