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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
11114 West Broad St, Glen Allen, VA 23060-5813 • United States
Mechanicsville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raw Design Llc | Bradenton | FL | 11/2021 | 09/2022 |
| Uber Technology Llc | San Franscisco | CA | 10/2020 | 11/2021 |
| Cr Fitness Holdings Llc | Bradenton | FL | 05/2019 | 10/2020 |
| Bitesquad | Gainesville | FL | 06/2019 | 08/2019 |
| Top Step Llc | Chicago | IL | 06/2021 | 08/2021 |
| Mercedes Benz Of Sarasota (Autonation) | Sarasota | FL | 12/2018 | 05/2019 |
| Tempe Nissan (Atonation) | Tempe | AZ | 04/2017 | 12/2018 |
| Planet Fitness | Chandler | AZ | 10/2016 | 04/2017 |
| La Fitness | Chandler | AZ | 07/2016 | 10/2016 |
| Fidelity Investments | Covington | KY | 11/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-13 |
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