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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
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 |
|---|---|---|---|---|
| Franklin Templeton Distributors Inc. | St. Petersburg | FL | 07/2006 | 10/2020 |
| Franklin Templeton Financial Services Corp. | St. Petersburg | FL | 07/2020 | 10/2020 |
| Waypoint Direct Investments, Llc | Stamford | CT | 01/2021 | 04/2021 |
| Fidelity Investments | Jacksonville | FL | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-27 |
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