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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
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
St Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 11/2023 | Present |
| Changing Tides Chiropractic & Wellness | Saint Augustine | FL | 06/2023 | 11/2023 |
| Door Dash | San Francisco | CA | 09/2023 | 11/2023 |
| Goodyear Tire & Rubber | Saint Augustine | FL | 04/2022 | 05/2023 |
| Sandy Coast Lawn Care Llc | Saint Augustine | FL | 10/2021 | 10/2022 |
| Door Dash | San Francisco | CA | 04/2021 | 08/2021 |
| Celerity | Mclean | VA | 02/2014 | 10/2016 |
| Matthew Warren | Gilbert | AZ | 10/2016 | 04/2021 |
| Matthew Waarren | Gilbert | AZ | 08/2021 | 10/2021 |
| Matthew Warren | Saint Augustine | FL | 05/2023 | 06/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-22 |
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