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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
Palm Beach Gardens, FL • United States
3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Sport Fc | Dallas | TX | 08/2021 | 07/2022 |
| John Paul Ii High School | Plano | TX | 08/2016 | 05/2017 |
| Addison Athletic Club | Addison | TX | 05/2018 | 08/2018 |
| Addison Athletic Club | Addison | TX | 05/2019 | 08/2019 |
| Addison Athletic Club | Addison | TX | 05/2020 | 08/2020 |
| Spring Hill College | Mobile | AL | 08/2017 | 05/2018 |
| Spring Hill College | Mobile | AL | 08/2018 | 05/2019 |
| Spring Hill College | Mobile | AL | 08/2019 | 05/2020 |
| Spring Hill College | Mobile | AL | 08/2020 | 05/2021 |
| Unemployed | Dallas | TX | 06/2021 | 07/2021 |
| Unemployed | Dallas | TX | 06/2017 | 07/2017 |
| Fidelity Investments | Palm Beach Gardens | FL | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-06 |
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