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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 03/2025 | Present |
| 904 Tennis | St. Johns | FL | 05/2022 | 09/2023 |
| Texas A&M Tennis Camps | College Station | TX | 06/2016 | 07/2021 |
| Morgan Inspection Services | Brownwood | TX | 10/2021 | 04/2022 |
| San Angelo Isd | San Angelo | TX | 08/2016 | 01/2019 |
| Howard Payne University | Brownwood | TX | 01/2019 | 05/2023 |
| Trivia Nation | Jacksonville | FL | 09/2023 | 03/2025 |
OBA-117617|OrgNmn:Trivia Nation|Org Addr:Jacksonvil,Florida,US|OBA Nature:Entertainment Company that pro|Invst Rel:N|Title:Independent Contractor|Duties:Hosting trivia at bars and resturant|StrtDt:07-25-22|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-18 |
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