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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
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 04/2023 | 08/2023 |
| Esplanade Golf And Country Club | Bradenton | FL | 09/2022 | 10/2023 |
| Nancy's Bbq | Bradenton | FL | 05/2022 | 10/2022 |
| Kramers Party Supply | Dayton | OH | 08/2021 | 04/2022 |
| Crocs | Vandalia | OH | 06/2021 | 08/2021 |
| Chuck's Lakeshore Inn | Fontana | WI | 06/2018 | 08/2020 |
| Three Oaks Recreation Area | Chrystal Lake | IL | 06/2017 | 08/2017 |
| Anthony's Valet Services | Woodstock | IL | 06/2017 | 08/2017 |
| Papa Saverio's Pizzeria | Richmond | IL | 05/2015 | 08/2018 |
| Marian Central High School | Woodstock | IL | 08/2014 | 05/2018 |
| University Of Dayton | Dayton | OH | 08/2018 | 12/2022 |
| University Of Dayton | Dayton | OH | 08/2018 | 04/2022 |
| Fidelity Investments | Jacksonville | FL | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-07 |
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