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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
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 | 02/2022 | Present |
| Caddiemaster Inc. | Ponte Vedra | FL | 08/2018 | 02/2022 |
| University Of North Florida | Jacksonville | FL | 03/2018 | 08/2018 |
| Ameris Bank | Fleming Island | FL | 10/2017 | 03/2018 |
| Unemployed | Jacksonville | FL | 03/2017 | 07/2017 |
| Cole, Scott, & Kissane P.A. | Pensacola | FL | 05/2013 | 03/2017 |
| University Of North Florida | Jacksonville | FL | 08/2017 | 10/2017 |
OBA-66404|OrgNmn:Caddie Master Enterprises LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:Golf caddie|Invst Rel:N|Title:Employee|Duties:Golf caddie at TPC Sawgrass only on weekends that are extremely busy. 5-10 days of work per year|StrtDt:04-01-22|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-21 |
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