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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossfit Lena | Sarasota | FL | 12/2017 | 06/2019 |
| Independent Financial Group Branch 1928 | Bradenton | FL | 04/2018 | 03/2019 |
| Crossfit Lakewood Ranch | Sarasota | FL | 01/2016 | 12/2017 |
| Fidelity Brokerage Services Llc | Sarasota | FL | 06/2019 | Present |
| Strategic Advisers Llc | Sarasota | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-17 |
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