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Account
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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
5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | St Louis | MO | 02/2018 | 12/2022 |
| Charles Schwab & Co., Inc. | Naples | FL | 01/2022 | 01/2024 |
| Charles Schwab Bank, Ssb | Naples | FL | 07/2022 | 01/2024 |
| Old Warson Country Club | St. Louis | MO | 05/2007 | 05/2017 |
| Td Ameritrade Investment Management, Llc | Naples | FL | 11/2018 | 12/2022 |
| Scottrade, Inc. | St. Louis | MO | 05/2017 | 02/2018 |
| Charles Schwab And Co., Inc. | St Louis | MO | 12/2022 | 01/2024 |
| Fidelity Investments | Naples | FL | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-01 |
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