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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-20 |
| FL | RA | APPROVED | 2025-05-09 |
Branch Locations
1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States
450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southeastern Conference | Gainesville | FL | 10/2020 | 07/2023 |
| Mid Florida Officials Association | Gainesville | FL | 08/2021 | 05/2023 |
| Coastal Wealth, A Massmutual Firm | Fort Lauderdale | FL | 05/2022 | 08/2022 |
| Signature Consultants | Fort Lauderdale | FL | 05/2021 | 07/2021 |
| None | Fort Lauderdale | FL | 07/2013 | 05/2021 |
| Fidelity Investments | Boca Raton | FL | 07/2023 | Present |
OBA-100542|OrgNmn:Southeastern Conference|Org Addr:Gainesvill,Florida,US|OBA Nature:Collegiate Athletic Conference|Invst Rel:N|Title:TV Liaison|Duties:Coordinate TV timeouts between TV network representatives and on-field referees. |StrtDt:09-16-23|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-09 |
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