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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-09 |
| TX | RA | APPROVED | 2025-05-29 |
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 |
|---|---|---|---|---|
| Houligan'S Original | Ormond Beach | FL | 07/2021 | 04/2023 |
| Riptides Raw Bar And Grill | Ormond Beach | FL | 05/2018 | 07/2021 |
| Grind Gastropub And Kona Tiki Bar | Ormond Beach | FL | 07/2014 | 05/2018 |
| Fidelity Investments | Jacksonville | FL | 12/2023 | Present |
| Unemployed | Palm Harbor | FL | 05/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-26 |
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