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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
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
St. Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 12/2017 | Present |
| Bailey's Health & Fitness | Jacksonville | FL | 01/2008 | 01/2017 |
| Unemployed | Yulee | FL | 02/2017 | 11/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9148|OrgNmn:A Sweet Confection|Org Addr:Saint Augu,Florida,US|OBA Nature:Specialty Cakes/Desserts|Invst Rel:N|Title:Sole Proprietor|Duties:I bake, create and design custom cakes. My clients are often friends, or friends of friends.|StrtDt:12-12-17|TotHrs/mon:5|TrdHrs/mon:0|OBA-126770|OrgNmn:The North Pole Magic Experience|Org Addr:Saint Augu,Florida,US|OBA Nature:Gift wrapping services|Invst Rel:N|Title:Owner-Operator|Duties:Maintain defined, appointed times for, as well as complete, the intended services.|StrtDt:09-01-26|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-19 |
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