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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED | 2025-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Llc | St Louis | MO | 01/2018 | 10/2020 |
| University Of Central Florida | Orlando | FL | 08/2014 | 05/2017 |
| Unemployed | Boca Raton | FL | 06/2017 | 12/2017 |
| Robinhood Financial, Llc | Lake Mary | FL | 09/2021 | 07/2022 |
| Wsne Inc | New York | NY | 10/2020 | 06/2021 |
| Fidelity Investments | Miami | FL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-18 |
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