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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 |
Branch Locations
121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Temple Terrace | FL | 11/2021 | 10/2022 |
| Alight Solutions | San Juan | PR | 12/2020 | 10/2021 |
| Jetson | San Juan | PR | 09/2020 | 10/2020 |
| The Children's Place | San Juan | PR | 07/2020 | 08/2020 |
| The Galley At Millersville University | Millersville | PA | 08/2019 | 01/2021 |
| Millersville University Of Pennsylvania | Millersville | PA | 08/2018 | 07/2020 |
| Student | Pennsburg | PA | 07/2012 | 07/2018 |
| Charles Schwab & Co., Inc. | Miami | FL | 12/2022 | 08/2023 |
| Popular Securities, Llc | San Juan | PR | 09/2023 | 01/2024 |
| Fidelity Investments | Coral Gables | FL | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-03 |
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