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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_RES | 2025-03-31 |
Branch Locations
Jacksonville Beach, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 09/2023 | Present |
| Unemployed | Jacksonville | FL | 05/2023 | 09/2023 |
| University Of North Florida | Jacksonville | FL | 08/2021 | 05/2023 |
| University Of North Florida | Jacksonville | FL | 09/2020 | 12/2021 |
| Unemployed | Los Angeles | CA | 05/2020 | 09/2020 |
| Paligroup Management Llc | Los Angeles | CA | 10/2018 | 05/2020 |
| Xanterra Parks & Resorts Llc | Yellowstone National Park | WY | 04/2018 | 09/2018 |
| Sawgrass Hotel Partners Ltd | Ponte Vedra Beach | FL | 12/2015 | 02/2018 |
| 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 | 2023-12-19 |
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