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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
| FL | RA | APPROVED | 2025-03-31 |
Branch Locations
1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employment/Contractor For Flecther Jones Management | Everson | WA | 02/2022 | 09/2023 |
| Unemployment | Everson | WA | 10/2021 | 02/2022 |
| Self-Employment/Contractor For Franklin Haney Company | Everson | WA | 04/2021 | 10/2021 |
| Saga Communications Llc/Cascade Radio Group | Gross Pointe | MI | 09/2014 | 03/2021 |
| Self-Employment/Contractor For Fame Trivia Usa Llc | Everson | WA | 01/2015 | 03/2020 |
| Fidelity Investments | Boca Raton | FL | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-06 |
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