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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Publix | Jacksonville | FL | 04/2018 | 05/2023 |
| Son Light Academy | Jacksonville | FL | 06/2014 | 05/2018 |
| Fidelity Investments | Jacksonville | FL | 05/2023 | Present |
| Sotospeakart | Jacksonville | FL | 09/2022 | 05/2023 |
| Florida State College At Jacksonville | Jacksonville | FL | 08/2018 | 01/2022 |
| University Of North Florida | Jacksonville | FL | 01/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-15 |
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