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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
St Augustine, 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 |
|---|---|---|---|---|
| Stetson University | Deland | FL | 08/2014 | 05/2018 |
| United States Army | Fort Knox | KY | 07/2018 | 09/2022 |
| St. Johns County Board Of County Comissioners | St. Augustine | FL | 02/2023 | 07/2023 |
| Louisiana State University Shreveport | Shreveport | LA | 03/2023 | 09/2023 |
| Unemployed | St. Augustine | FL | 10/2022 | 02/2023 |
| Fidelity Investments | Jacksonville | FL | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-04 |
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