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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
Jacksonville, FL • United States
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 |
|---|---|---|---|---|
| Gulf Coast State College | Panama City | FL | 08/2015 | 06/2017 |
| University Of South Florida | Tampa | FL | 08/2017 | 06/2019 |
| Cleveland Indians | Cleveland | OH | 06/2019 | 06/2022 |
| Fidelity Investments | Jacksonville | FL | 09/2022 | Present |
| Blue Sky Golf Club | Jacksonville | FL | 09/2021 | 03/2022 |
| Florida Prime Sports | Jacksonville | FL | 08/2022 | 09/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-10 |
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