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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
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Iowa | Iowa City | IA | 08/2019 | 05/2022 |
| Self Employed | Jacksonville | FL | 07/2012 | 05/2022 |
| University Of Iowa | Iowa City | IA | 08/2019 | 05/2022 |
| Apple Inc | Bloomington | IN | 05/2018 | 08/2019 |
| Ark Encounter | Williamstown | KY | 06/2016 | 08/2019 |
| Indiana University | Bloomington | IN | 04/2019 | 04/2019 |
| Indiana University Telefund | Bloomington | IN | 09/2017 | 04/2018 |
| Geico | Cincinnati | OH | 05/2014 | 12/2016 |
| Eastern Kentucky University | Richmond | KY | 08/2012 | 12/2016 |
| Eastern Kentucky University | Richmond | KY | 08/2012 | 05/2017 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2019 |
| University Of Iowa | Iowa City | IA | 08/2019 | 05/2022 |
| Fidelity Investments | Jacksonville | FL | 05/2022 | Present |
| Casey County Marching Rebels | Liberty | KY | 07/2019 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-68878|OrgNmn:Self employed|Org Addr:St augusti,Florida,US|OBA Nature:Music lessons|Invst Rel:N|Title:Private lesson instructor |Duties:Teaching private lessons|StrtDt:08-01-12|TotHrs/mon:10|TrdHrs/mon:0|OBA-68919|OrgNmn:Self Employed|Org Addr:Jacksonvil,Florida,US|OBA Nature:Freelance Muscian|Invst Rel:N|Title:Freelance musician|Duties:freelancing|StrtDt:05-01-12|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-12 |
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