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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED | 2026-02-20 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
St. Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtus Investment Partners | St. Augustine | FL | 11/2023 | 10/2025 |
| Fidelity Investments | Jacksonville | FL | 10/2025 | Present |
| Mutual Of America | Boca Raton | FL | 08/2022 | 11/2023 |
| Vp Distributors Llc | St. Augustine | FL | 11/2023 | 10/2025 |
| Devry University | Naperville | IL | 06/2014 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-13 |
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