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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 |
|---|---|---|---|---|
| West Forsyth High School | Cumming | GA | 09/2013 | 05/2017 |
| Young Harris College | Young Harris | GA | 05/2017 | 08/2019 |
| University Of Georgia | Athens | GA | 08/2019 | 05/2022 |
| Dollar General Corp. | Athens | GA | 09/2021 | 01/2022 |
| Unemployed | Atlanta | GA | 05/2022 | 08/2022 |
| Prosponsive Logistics | Atlanta | GA | 08/2022 | 08/2023 |
| Fidelity Investments | Jacksonville | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-20 |
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