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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-05 |
| TX | RA | APPROVED_RES | 2024-11-05 |
Branch Locations
7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • United States
925 Westchester Ave, West Harrison, NY 10604 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 05/2023 | 09/2024 |
| Ps27 Ventures | Jacksonville | FL | 10/2022 | 01/2023 |
| The Collier Companies/Paradigm Management Team Llc | Gainesville | FL | 01/2021 | 07/2022 |
| Bricks/Elixir Lounge | Gainesville | FL | 03/2019 | 12/2020 |
| 717 Valet Parking Services/Seven One Seven Parking | Sarasota | FL | 06/2017 | 09/2019 |
| Unemployed | Eagle River | FL | 02/2017 | 05/2017 |
| Unemployed | Jacksonville | FL | 02/2023 | 04/2023 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 05/2023 | 09/2024 |
| Abercrombie & Fitch Co | Sarasota | FL | 11/2016 | 01/2017 |
| Unemployed | Sarasota | FL | 10/2014 | 10/2016 |
| Unemployed | Gainesville | FL | 08/2022 | 09/2022 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 10/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-10 |
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