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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Express Sales Associate | Jacksonville | FL | 05/2018 | 12/2018 |
| Northwestern Mutual | Jacksonville | FL | 05/2018 | 07/2018 |
| Florida State University | Tallahassee | FL | 01/2015 | 05/2018 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 02/2019 | Present |
| Florida State University | Tallahassee | FL | 07/2014 | 12/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-12 |
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