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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
St. Petersburg, FL • United States
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2022 | 12/2022 |
| Vinos | Jacksonville | FL | 10/2016 | 05/2017 |
| Florida State University | Tallahassee | FL | 07/2017 | 12/2020 |
| Akerman Llp | Tallahassee | FL | 01/2018 | 05/2018 |
| Enterprise Holdings | Jacksonville | FL | 06/2018 | 08/2018 |
| Enterprise Holdings | Jacksonville | FL | 06/2019 | 08/2019 |
| Enduro Lighting | Jacksonville | FL | 06/2019 | 08/2019 |
| 4 Corners Resources | Orlando | FL | 05/2021 | 10/2021 |
| Florida International University | Miami | FL | 08/2021 | 06/2022 |
| Creekside High School | Saint Johns | FL | 08/2013 | 06/2017 |
| Unemployed | Jacksonville | FL | 07/2022 | 09/2022 |
| Unemployed | Jacksonville | FL | 01/2021 | 04/2021 |
| Fidelity Investments | St. Petersburg | FL | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-02 |
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