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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
450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burt And Max'S Restaurant | Delray Beach | FL | 03/2017 | 03/2020 |
| Insight Global | West Palm Beach | FL | 08/2016 | 03/2017 |
| Axa Advisors, Llc | New York | NY | 07/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2017 | 01/2023 |
| Fidelity Investments | Naples | FL | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-10 |
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