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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| FL | RA | APPROVED | 2025-05-20 |
Branch Locations
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esplanade Golf & Country Club | Lakewood Ranch | FL | 02/2024 | 01/2025 |
| Florida Financial Advisors | Tampa | FL | 07/2023 | 01/2024 |
| Manchester Valley High School | Manchester | MD | 07/2016 | 06/2019 |
| Fuchs North America | Hampstead | MD | 06/2019 | 12/2020 |
| Rita'S Italian Ice | Hampstead | MD | 07/2017 | 10/2017 |
| Fidelity Investments | Tampa | FL | 01/2025 | Present |
| Cadence Bank | Tuscaloosa | AL | 06/2022 | 02/2023 |
| The University Of Alabama | Tuscaloosa | AL | 08/2019 | 05/2023 |
| North River Yacht Club | Tuscaloosa | AL | 10/2020 | 06/2023 |
| Texas Roadhouse | Westminster | MD | 03/2017 | 12/2020 |
OBA-120957|OrgNmn:Depop Limited|Org Addr:Tampa,Florida,US|OBA Nature:Online Platform (app) to buy a|Invst Rel:N|Title:Depop Seller|Duties:Self-listing clothing on the platform to sell, dropping off sold items at the post office|StrtDt:06-16-25|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-27 |
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