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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-31 |
| TX | RA | APPROVED | 2025-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Hollywood | FL | 09/2023 | 09/2024 |
| Unemployed | Orlando | FL | 03/2025 | 05/2025 |
| Wells Fargo Bank | Surfside | FL | 12/2014 | 01/2018 |
| Morgan Stanley | Fort Lauderdale | FL | 01/2018 | 09/2023 |
| Fidelity Investments | Tallahassee | FL | 05/2025 | Present |
| Raymond James | Orlando | FL | 09/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-29 |
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