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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States
Atlantic Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 09/2022 | 03/2025 |
| Casa Marina Hotel And Restaurant | Jacksonville Beach | FL | 01/2021 | 09/2022 |
| Coop303 | Atlantic Beach | FL | 11/2018 | 06/2022 |
| Kamiya86 | Jacksonville Beach | FL | 01/2018 | 11/2018 |
| Landstar Transportation | Jacksonville | FL | 12/2019 | 08/2020 |
| University Of North Florida | Jacksonville | FL | 08/2017 | 01/2018 |
| Indo Jax Surf School | Wrightsville Beach | NC | 06/2016 | 08/2017 |
| Shelby Jeans And Gibby's | Carolina Beach | NC | 04/2015 | 08/2017 |
| Pop's Diner | Carolina Beach | NC | 01/2016 | 08/2017 |
| Ashley High School | Carolina Beach | NC | 08/2014 | 06/2017 |
| Nikki's Gourmet And Sushi | Carolina Beach | NC | 06/2016 | 08/2017 |
| Fidelity Investments | Jacksonville | FL | 03/2025 | Present |
| Strategic Advisers Llc | Jacksonville | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-27 |
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