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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
821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Department Of The Navy | Quantico | VA | 01/2022 | 12/2022 |
| Ho-Chunk, Inc. All Native Group Thunder Ridge Solutions | Quantico | VA | 06/2021 | 01/2022 |
| Unemployed | Deerfield Beach | FL | 05/2021 | 06/2021 |
| Boston University Metropolitan College | Boston | MA | 08/2019 | 05/2021 |
| Unemployed | Deerfield Beach | FL | 05/2019 | 08/2019 |
| Florida Atlantic University And Fau High School | Boca Raton | FL | 01/2016 | 05/2019 |
| Fidelity Investments | Boca Raton | FL | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-30 |
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