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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_RES | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Florida | Jacksonville | FL | 08/2019 | 05/2022 |
| Edie Williams State Farm | Jacksonville | FL | 02/2022 | 04/2022 |
| University Of North Florida | Jacksonville | FL | 06/2020 | 02/2021 |
| Ball State University | Muncie | IN | 05/2017 | 05/2019 |
| Richards Family Restaurant | Marion | IN | 05/2016 | 12/2021 |
| Thompson'S Bk Rootbeer | Marion | IN | 04/2019 | 07/2019 |
| Fidelity Investments | Jacksonville | FL | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-08 |
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