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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
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 | 09/2022 | Present |
| 7/11 | Los Alamitos | CA | 05/2021 | 06/2022 |
| Lorien Encore | Ellicott City | MD | 03/2017 | 08/2020 |
| Harris Teeter | Ellicott City | MD | 11/2016 | 02/2017 |
| Ruby Tuesday | Columbia | MD | 01/2013 | 09/2016 |
| Target | Huntington Beach | CA | 10/2021 | 11/2021 |
| Unemployed | Los Alamitos | CA | 09/2020 | 04/2021 |
| Howard Community College | Columbia | MD | 08/2019 | 12/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-08 |
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