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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
Port Charlotte, FL • United States
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Boca Raton | FL | 01/2018 | 03/2018 |
| Merrill Lynch, Pirce, Fenner & Smith Incorporated | Boca Raton | FL | 05/2018 | 07/2019 |
| Bank Of America | Boca Raton | FL | 05/2018 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 11/2019 | 06/2020 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 11/2019 | 06/2020 |
| University Of Central Florida | Orlando | FL | 05/2016 | 12/2017 |
| Unemployed | Boca Raton | FL | 08/2019 | 10/2019 |
| Unemployed | Pompano Beach | FL | 04/2018 | 04/2018 |
| Fidelity Investments | Tampa | FL | 04/2021 | Present |
| Unemployed | Boynton Beach | FL | 07/2020 | 03/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-04 |
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