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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 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2016 | 01/2022 |
| The Village Dentist And Orthodontist | St Augustine | FL | 12/2015 | 11/2016 |
| Bank Of America, N.A. | Jacksonville | FL | 01/2019 | 01/2022 |
| Fidelity Investments | Jacksonville | FL | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-109836|OrgNmn:CB Investments Jax LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:Personal Real Estate|Invst Rel:Y|Title:Partner|Duties:Own Personal Real Estate|StrtDt:02-09-26|TotHrs/mon:2|TrdHrs/mon:0|OBA-109848|OrgNmn:CBI Jax 1 LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:Holding Personal Real Estate|Invst Rel:Y|Title:Partner|Duties:Own Personal Real Estate|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-01 |
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