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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
St. Augustine, FL • 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 |
|---|---|---|---|---|
| The Surf Station | Saint Augustine | FL | 05/2018 | 04/2022 |
| Flagler College | Saint Augustine | FL | 01/2018 | 05/2018 |
| Old City Souvenir | Saint Augustine | FL | 04/2017 | 01/2018 |
| Candle Light South | Saint Augustine | FL | 10/2016 | 04/2017 |
| Aqua East Surf Shop | Saint Augustine | FL | 03/2016 | 10/2016 |
| Fidelity Investments | Jacksonville | FL | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
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