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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_RES | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 03/2022 | Present |
| D&M Trim Inc | Green Cove Springs | FL | 03/2020 | 03/2022 |
| First Assembly Church Of Clay County | Fleming Island | FL | 11/2019 | 02/2020 |
| Caretaker | Fleming Island | FL | 03/2019 | 11/2019 |
| Yellowstone Landscape | Bunnel | FL | 05/2018 | 03/2019 |
| University Of Florida | Gainesville | FL | 08/2014 | 12/2018 |
| Wjw Associates, Ltd | Jacksonville | FL | 05/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-06 |
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