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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
1057 Lake Sumter Landing, The Villages, FL 32162-2698 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2016 | 02/2020 |
| Chick-Fil-A/Chicken Hut | Mount Dora | FL | 11/2010 | 12/2016 |
| Self Employed | Leesburg | FL | 02/2020 | 04/2023 |
| Fidelity Investments | The Villages | FL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-30 |
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