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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
4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 05/2023 | Present |
| Legacy Capital | Delray Beach | FL | 08/2020 | 04/2023 |
| Hollywood Hills United Methodist | Hollywood | FL | 08/2019 | 04/2020 |
| Pet Supplies Plus | Hollywood | FL | 02/2019 | 08/2019 |
| South Broward High School | Hollywood | FL | 08/2018 | 02/2019 |
| Marine Industries Association Of South Florida | Fort Lauderdale | FL | 06/2018 | 08/2018 |
| Unemployed | Hollywood | FL | 04/2020 | 08/2020 |
| South Broward High School | Hollywood | FL | 08/2015 | 06/2018 |
| Florida Atlantic University | Ft Lauderdale | FL | 03/2020 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-21 |
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