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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Island Fin Poke | Tampa | FL | 09/2022 | 04/2023 |
| Gulfside Wealth | Sarasota | FL | 05/2022 | 08/2022 |
| Sun Communities | Sarasota | FL | 01/2019 | 05/2022 |
| Lids Lockeroom | Sarasota | FL | 05/2018 | 01/2019 |
| Sun Communities | Sarasota | FL | 06/2016 | 05/2018 |
| Riverview High School | Sarasota | FL | 08/2014 | 05/2018 |
| Fidelity Investments | Sarasota | FL | 06/2023 | Present |
| State College Of Florida | Bradenton | FL | 08/2018 | 05/2021 |
| University Of South Florida | Tampa | FL | 08/2020 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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