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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
822 A1A N Suite 100, Ponte Vedra Beach, FL 32082-3286 • United States
Saint Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neptune Aquatics | Sterling | VA | 05/2016 | 07/2016 |
| Wood Famly | Fairfax Station | VA | 06/2016 | 08/2017 |
| George Mason University | Fairfax | VA | 05/2018 | 08/2018 |
| James Madison University | Harrisonburg | VA | 08/2015 | 05/2019 |
| James Madison University Recreation Center | Harrisonburg | VA | 08/2016 | 05/2019 |
| Massanutten Resort | Massanutten | VA | 12/2018 | 04/2019 |
| Orangetheory Fitness | Gainesville | FL | 02/2020 | 07/2021 |
| University Of Florida Department Of Recreational Sports | Gainesville | FL | 06/2019 | 05/2022 |
| Propel Swim Academy | South Riding | VA | 05/2022 | 05/2022 |
| Orangetheory Fitness | Ponte Vedra | FL | 06/2022 | 09/2023 |
| Self-Employed | Ponte Vedra | FL | 01/2023 | 10/2023 |
| University Of Florida | Gainesville | FL | 01/2020 | 04/2022 |
| Fidelity Investments | Ponte Vedra Beach | FL | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-108619|OrgNmn:Social Media Dog Influencer|Org Addr:Saint Augu,Florida,US|OBA Nature:Dog influencer- I post on my d|Invst Rel:N|Title:Owner|Duties:Post photos and videos of my dog on social media and promote products|StrtDt:|TotHrs/mon:100|TrdHrs/mon:0|OBA-103050|OrgNmn:Katy Morgan|Org Addr:Saint Augu,Florida,US|OBA Nature:Baby and Dog Sitting|Invst Rel:N|Title:Baby/dog sitter|Duties:Watching children while parents are out and dogs while owners are away|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-05 |
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