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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, 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 |
|---|---|---|---|---|
| San Jose Schools | Jacksonville | FL | 09/2021 | 06/2023 |
| Navy Federal Credit Union | Jacksonville | FL | 11/2017 | 04/2018 |
| The Church Of Eleven22 | Jacksonville | FL | 10/2020 | 05/2021 |
| Community First Credit Union | Jacksonville | FL | 08/2014 | 10/2017 |
| Unemployed | Jacksonville | FL | 04/2018 | 05/2021 |
| Full-Time Education | Jacksonville | FL | 05/2021 | 09/2021 |
| Fidelity Investments | Jacksonville | FL | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-102897|OrgNmn:Proverbs business solutions LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:assist business owner of truck|Invst Rel:N|Title:owner|Duties:help business owner of trucking business with logistics |StrtDt:01-04-23|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-28 |
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