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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
Yulee, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 01/2018 | Present |
| Petros Estate & Retirement Planning | Jacksonville | FL | 03/2015 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127025|OrgNmn:Sanavision LLC|Org Addr:Lakeland,Florida,US|OBA Nature:Promotional Sales|Invst Rel:N|Title:Sole Proprietor|Duties:Promotional liquor sales at stores, restaurants and bars|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|OBA-127046|OrgNmn:MCR Enterprises LLC|Org Addr:Orlando,Florida,US|OBA Nature:Promotional Sales|Invst Rel:N|Title:Sole Proprietor|Duties:Promotional liquor sales at stores, restaurants and bars|StrtDt:02-17-26|TotHrs/mon:4|TrdHrs/mon:0|OBA-9248|OrgNmn:Forte Event Marketing, LLC|Org Addr:Fort Walto,Florida,US|OBA Nature:Promoting liquor and spirit sa|Invst Rel:N|Title:Brand Ambassador/Promotional Mode|Duties:promote liquor and/or spirit sales assigned to me from the company at the given location|StrtDt:08-20-16|TotHrs/mon:3|TrdHrs/mon:0|OBA-10279|OrgNmn:ManMar Entertainment, LLC|Org Addr:Miami,Florida,US|OBA Nature:Beer, Wine, & Spirits Promotio|Invst Rel:N|Title:Brand Ambassador/Model|Duties:Promote beer, wine, and/or spirits sales while providing info about products and tastings of product|StrtDt:07-20-18|TotHrs/mon:1|TrdHrs/mon:0|OBA-9249|OrgNmn:Facetime Consulting and Promotions|Org Addr:New Smyrna,Florida,US|OBA Nature:Promotes Sales for liquor or e|Invst Rel:N|Title:Brand Ambassador and/or Promotion|Duties:promote sales for products or support events|StrtDt:12-01-16|TotHrs/mon:4|TrdHrs/mon:0|OBA-9250|OrgNmn:Scannell Productions|Org Addr:Tampa,Florida,US|OBA Nature:Promotes beer/wine/spirits|Invst Rel:N|Title:Brand Ambassador/Promotional Mode|Duties:promote beer/wine/spirits sales by handing out branded freebies or samples|StrtDt:02-17-18|TotHrs/mon:3|TrdHrs/mon:0|OBA-100540|OrgNmn:Bella's Promotions & Events|Org Addr:South Dayt,Florida,US|OBA Nature:Marketing Agency|Invst Rel:N|Title:Sole Proprietor|Duties:promoting products through social events, liquor tastings, festivals, etc.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-122895|OrgNmn:Liv Group Experiential|Org Addr:Orlando,Florida,US|OBA Nature:Marketing Services|Invst Rel:N|Title:Sole Proprietor|Duties:promotional model, promoting brands and handing out giveaways|StrtDt:|TotHrs/mon:18|TrdHrs/mon:0|OBA-111045|OrgNmn:Elevate Staffing & Events, LLC|Org Addr:St Augusti,Florida,US|OBA Nature:Promotional Events|Invst Rel:N|Title:Sole Proprietor|Duties:Promote whatever brand needed for events|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|OBA-127024|OrgNmn:SBM Marketing Corp|Org Addr:Ocoee,Florida,US|OBA Nature:Promotional Sales|Invst Rel:N|Title:Sole Proprietor|Duties:Promotional liquor sales at stores, restaurants and bars|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-20 |
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