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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED_RES | 2026-06-03 |
Branch Locations
320 Park Avenue, New York, NY 10022-6815 • 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 | Jacksonville | FL | 05/2021 | Present |
| Merrill Lynch | Jacksonville | FL | 10/2016 | 04/2021 |
| Hertz Equipment Rental | Jacksonville | FL | 01/2016 | 09/2016 |
| Jacksonville University | Jacksonville | FL | 01/2019 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-05 |
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