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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_RES | 2025-03-31 |
Branch Locations
Altamonte Springs, FL • United States
900 North Orlando Ave, Winter Park, FL 32789-2924 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Altamonte Springs | FL | 01/2023 | Present |
| Datascan | Orlando | FL | 03/2019 | 01/2023 |
| Seminole Toyota | Sanford | FL | 06/2021 | 11/2021 |
| Rps Electric | Davie | FL | 10/2018 | 03/2019 |
| Unemployed | Pompano Beach | FL | 03/2018 | 09/2018 |
| Lauderdale Eye Specialist | Fort Lauderdale | FL | 04/2017 | 02/2018 |
| American Medical Response | Pompano Beach | FL | 07/2016 | 03/2017 |
| J Alexanders | Boca Raton | FL | 01/2016 | 10/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-21 |
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