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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
4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cvs Pharmacys | Orlando | FL | 01/2018 | 10/2021 |
| Home Depot | Jacksonville | FL | 10/2017 | 02/2018 |
| Blue Cross And Blue Shield Of Florida | Glenn St Mary | FL | 08/2016 | 06/2017 |
| University Of Central Florida | Orlando | FL | 08/2018 | 08/2021 |
| Florida Gateway Community College | Lake City | FL | 08/2015 | 12/2018 |
| Baker County High School | Glenn St Mary | FL | 08/2014 | 05/2017 |
| Equitable Advisors, Llc | Jacksonville | FL | 11/2021 | 02/2022 |
| Fidelity Investments | Jacksonville | FL | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-17 |
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