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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Virginia Beach | VA | 06/2018 | 06/2020 |
| Locked On Podcast Network | Salt Lake City | UT | 01/2018 | 04/2018 |
| Merrill Lynch Wealth Management | Virignia Beach | VA | 05/2017 | 07/2017 |
| Unemployed | Virginia Beach | VA | 04/2018 | 06/2018 |
| University Of Florida | Gainesville | FL | 08/2017 | 12/2017 |
| University Of Florida | Gainesville | FL | 08/2016 | 05/2017 |
| Bank Of America, N.A. | Virginia Beach | VA | 07/2018 | 06/2020 |
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 06/2020 | 05/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2020 | 05/2021 |
| Unemployed | Sarasota | FL | 06/2021 | 01/2022 |
| Fidelity Investments | Sarasota | FL | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
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