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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 | Jacksonville | FL | 07/2022 | Present |
| Uber | Jacksonville | FL | 10/2019 | 07/2022 |
| Instacart | Jacksonville | FL | 10/2019 | 07/2022 |
| Chicken Salad Chick | Jacksonville | FL | 05/2021 | 07/2022 |
| Metro Entertainment Complex | Jacksonville | FL | 11/2018 | 05/2021 |
| Custom Climate Spray Foam Insulation | Jacksonville | FL | 04/2019 | 08/2019 |
| Catering By Liz | Jacksonville | FL | 08/2018 | 08/2020 |
| Enviro-Master Services | Jacksonville | FL | 03/2020 | 05/2021 |
| Hamburger Mary'S Pub House | Jacksonville | FL | 11/2017 | 11/2018 |
| Carrabbas Italian Grill | Jacksonville | FL | 11/2017 | 01/2018 |
| Starbucks Coffee Company | Jacksonville | FL | 12/2017 | 01/2018 |
| University Of North Florida | Jacksonville | FL | 05/2017 | 12/2017 |
| Naples Miller'S Ale House | Naples | FL | 12/2015 | 12/2017 |
| Caple Landscaping | Naples | FL | 12/2017 | 01/2018 |
| University Of North Florida | Jacksonville | FL | 01/2016 | 01/2018 |
| Mclawn | Jacksonville | FL | 07/2019 | 07/2022 |
| Macaretta | Naples | FL | 08/2014 | 07/2022 |
| Resale By Nick | Jacksonville | FL | 07/2019 | 07/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-89697|OrgNmn:Macaretta|Org Addr:Naples,Florida,US|OBA Nature:investment holding company in |Invst Rel:Y|Title:investor member with no voting ri|Duties:none|StrtDt:07-08-15|TotHrs/mon:0.1|TrdHrs/mon:0|OBA-89270|OrgNmn:Resale by nick|Org Addr:Jacksonvil,Florida,US|OBA Nature:buy and resale of products fro|Invst Rel:N|Title:Sole Proprietor|Duties:minimal in free time only|StrtDt:04-01-22|TotHrs/mon:7|TrdHrs/mon:2|OBA-89418|OrgNmn:McLawn|Org Addr:Jacksonvil,Florida,US|OBA Nature:lawncare|Invst Rel:N|Title:Sole Proprietor|Duties:Upon special request I take on clean up projects maybe once a month|StrtDt:04-03-22|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
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