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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED_RES | 2025-09-04 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Normandy Baptist Church | Jacksonville | FL | 10/2014 | 05/2017 |
| Pc Liquidations | Jacksonville | FL | 08/2017 | 04/2019 |
| Henderson Pool Service | Jacksonville | FL | 04/2019 | 03/2021 |
| Uber Eats | Jacksonville | FL | 09/2020 | 04/2021 |
| Excite Communications | Jacksonville | FL | 04/2021 | 02/2023 |
| Fidelity Investments | Jacksonville | FL | 02/2023 | Present |
| Ups | Jacksonville | FL | 04/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-29 |
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