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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 07/2022 | Present |
| Loyola University Chicago | Chicago | IL | 03/2020 | 05/2022 |
| Jacksonville University | Jacksonville | FL | 01/2018 | 02/2020 |
| University Of Dayton | Dayton | OH | 01/2014 | 01/2018 |
| Synergy Volleyball | Jacksonville | FL | 07/2022 | 07/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
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