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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
Jacksonville, FL • 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 |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 07/2022 | Present |
| Self Employed Through Handy App | Jacksonville | FL | 06/2020 | 07/2022 |
| Jammes Pub | Jacksonville | FL | 11/2017 | 03/2020 |
| Murrays Tavern | Jacksonville | FL | 06/2020 | 10/2021 |
| Boger'S Shoe Store | Jacksonville | FL | 08/2016 | 11/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-89906|OrgNmn:n/a|Org Addr:Jacksonvil,Florida,US|OBA Nature:Cleaning|Invst Rel:N|Title:Cleaner|Duties:clean an elderly couples home once a month|StrtDt:05-18-22|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-15 |
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