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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-23 |
| TX | RA | APPROVED | 2025-04-04 |
Branch Locations
5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Naples | FL | 02/2023 | Present |
| Truist Bank | Naples | FL | 08/2021 | 02/2023 |
| Laz Parking (La Playa Beach & Golf Resort) | Naples | FL | 05/2016 | 03/2023 |
| Publix Supermarkets | Naples | FL | 01/2012 | 03/2023 |
| Fulcrum Software Solutions | Naples | FL | 05/2020 | 09/2021 |
| Pmc (Parking Management Company) | Tallahassee | FL | 11/2018 | 03/2020 |
| Mako Valet | Tallahassee | FL | 09/2018 | 11/2018 |
| 5 Star Valet | Naples | FL | 11/2016 | 05/2017 |
OBA-96806|OrgNmn:Laz Parking (La Playa Beach & Golf Resort)|Org Addr:Naples,Florida,US|OBA Nature:Service/ Hospitality|Invst Rel:N|Title:Employee|Duties:Doing valet parking|StrtDt:05-01-16|TotHrs/mon:10|TrdHrs/mon:0|OBA-127463|OrgNmn:Ruckers Reserve LLC|Org Addr:Naples,Florida,US|OBA Nature:Eventually, I will be buying s|Invst Rel:N|Title:Owner|Duties:Inventory and resupplying the machines|StrtDt:03-01-26|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-28 |
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