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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_RES | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2017 | 07/2021 |
| Convergys | Jacksonville | FL | 07/2016 | 01/2017 |
| Fidelity Investments | Jacksonville | FL | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130297|OrgNmn:Ikebana Collective LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:Record Label|Invst Rel:N|Title:Partner|Duties:Signing single track distribution agreements for music, creating digital artwork content.|StrtDt:|TotHrs/mon:100|TrdHrs/mon:0|OBA-62716|OrgNmn:Chuckles|Org Addr:jacksonvil,Florida,US|OBA Nature:Music/Entertainment|Invst Rel:N|Title:Sole Proprietor|Duties:Produce|StrtDt:04-01-21|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-25 |
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