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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
1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 06/2017 | 11/2017 |
| University Of Central Florida | Orlando | FL | 01/2014 | 05/2017 |
| Ubs Financial Services Inc. | Charlotte | NC | 03/2018 | 08/2018 |
| Unemployed | Unemployed | FL | 12/2017 | 02/2018 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 12/2018 | 05/2026 |
| Unemployed | Unemployed | FL | 09/2018 | 11/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Strategic Advisers, Llc | Boca Raton | FL | 06/2026 | Present |
| Fidelity Brokerage Services Llc | Boca Raton | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-18 |
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