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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
Vero Beach, FL • United States
821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Vero Beach | FL | 09/2017 | 12/2018 |
| Dixie Powell & Company | Vero Beach | FL | 08/2017 | 12/2018 |
| Saint Lucie County Public Schools | Fort Pierce | FL | 08/2008 | 08/2017 |
| Hautedry | Vero Beach | FL | 07/2014 | 05/2020 |
| Hd Vest Insurance Agency, Llc | Irving | TX | 08/2018 | 12/2018 |
| Edward Jones | St.LOuis | MO | 01/2019 | 05/2020 |
| Ajshamustgo | Vero Beach | FL | 03/2017 | 01/2020 |
| Fidelity Brokerage Services Llc | Vero Beach | FL | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-29 |
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