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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
Jacksonville Beach, 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 |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 10/2023 | Present |
| J. Alexander'S Restaurant | Jacksonville | FL | 09/2019 | 10/2023 |
| Events Aces Llc | Jacksonville | FL | 03/2022 | 03/2022 |
| Project Helping Hands | Jacksonville | FL | 05/2022 | 10/2022 |
| Hula Moon | Indian Harbour Beach | FL | 12/2017 | 08/2019 |
| University Of North Florida | Jacksonville | FL | 08/2019 | 08/2022 |
| West Shore Junior/Senior High School | Melbourne | FL | 08/2013 | 05/2019 |
OBA-103531|OrgNmn:J. Alexanders Restaurant|Org Addr:Jacksonvil,Florida,US|OBA Nature:Restaurant|Invst Rel:N|Title:Bartender|Duties:Part time bartending|StrtDt:09-01-19|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-29 |
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