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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 |
|---|---|---|---|---|
| Fidelity Investments | Fort Lauderdale | FL | 06/2021 | 08/2021 |
| Red Bug Lake Park | Casselberry | FL | 02/2021 | 04/2021 |
| Brad's Bedding Plants | Delray Beach | FL | 05/2020 | 08/2020 |
| Csc - Contemporary Services Corporation | Orlando | FL | 07/2019 | 03/2020 |
| University Of Central Florida | Orlando | FL | 08/2018 | 04/2022 |
| Calvary Christian Academy | Fort Lauderdale | FL | 06/2012 | 05/2018 |
| Fidelity Investments | Jacksonville | FL | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
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