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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
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suncoast Credit Union | Tampa | FL | 06/2018 | 10/2023 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2022 | 10/2023 |
| University Of South Florida | Tampa | FL | 08/2018 | 08/2022 |
| Thomas Jefferson High School | Tampa | FL | 05/2014 | 05/2018 |
| Lpl Financial Llc | Tampa | FL | 05/2022 | 10/2023 |
| Fidelity Investments | Tampa | FL | 12/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-14 |
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