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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED | 2025-05-21 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Madison Preparatory | Jennings | FL | 05/2013 | 04/2017 |
| Yogi Bear'S Jellustone Park | Madison | FL | 04/2017 | 05/2020 |
| Madison Creative Arts Academy | Madison | FL | 12/2019 | 05/2020 |
| Florida Gateway College | Lake City | FL | 05/2020 | 11/2020 |
| Clyde'S Welding Services | Jasper | FL | 11/2020 | 01/2021 |
| Florida Gateway College | Lake City | FL | 01/2021 | 01/2022 |
| Chick-Fil-A | Lake Park | GA | 01/2022 | 06/2022 |
| University Of North Florida | Jacksonville | FL | 06/2022 | 05/2023 |
| Fidelity Investments | Jacksonville | FL | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-15 |
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