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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 12/2020 | Present |
| Magellan Federal | Fort Jackson, Columbia | SC | 11/2020 | 10/2022 |
| Coopers Hawk Winery And Restaurant | Jacksonville | FL | 11/2022 | 11/2022 |
| Unemployed | Ashburn | VA | 06/2020 | 10/2020 |
| Center For Performance Excellence- University Of Denver | Denver | CO | 08/2018 | 06/2020 |
| Eating Recovery Center | Denver | CO | 09/2019 | 06/2020 |
| Bone Fish Grill | Greenwood Village | CO | 08/2018 | 06/2020 |
| Power Train Sport And Fitness | Dulles | VA | 05/2018 | 08/2018 |
| Jacksonville University | Jacksonville | FL | 08/2017 | 05/2018 |
| Power Train Sport And Fitness | Dulles | VA | 05/2017 | 08/2017 |
| Jacksonville University | Jacksonville | FL | 08/2016 | 05/2017 |
| The Counter | Reston | VA | 05/2017 | 08/2017 |
| University Of Denver | Denver | CO | 09/2018 | 06/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-03 |
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