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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 04/2022 | Present |
| Regions Bank | New Smyrna Beach | FL | 06/2021 | 04/2022 |
| Hlc Management Dba New Smyrna Speedway | New Smyrna Beach | FL | 06/2020 | 06/2021 |
| Nascar | Daytona Beach | FL | 09/2019 | 05/2020 |
| Wire Mesh Corporation | Augusta | GA | 08/2016 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-30 |
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