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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-11-24 |
Branch Locations
St. Augustine, 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 |
|---|---|---|---|---|
| Applebee'S | Glen Allen | FL | 08/2016 | 09/2016 |
| Olive Garden | Henrico | VA | 06/2017 | 05/2018 |
| Doggie District Pet Resort | Las Vegas | NV | 08/2018 | 10/2018 |
| Ice Plant | St. Augustine | FL | 03/2019 | 03/2020 |
| Tison Sound And Security | Orange Park | FL | 12/2020 | 05/2021 |
| Treylor Park | Ponte Vedra | FL | 11/2021 | 07/2023 |
| Casa Reina | St. Augustine | FL | 09/2021 | 11/2021 |
| Fidelity Investments | Jacksonville | FL | 11/2023 | Present |
| University Of North Florida | Jacksonville | FL | 01/2021 | 08/2023 |
| Eastern Gateway Community College | St. Augustine | FL | 08/2019 | 12/2021 |
| Deep Run High School | Glen Allen | FL | 05/2016 | 06/2018 |
| Unemployed | St. Augustine | FL | 10/2018 | 03/2019 |
| Unemployed | St. Augustine | FL | 05/2021 | 09/2021 |
| Unemployed | St. Augustine | FL | 07/2023 | 11/2023 |
OBA-108703|OrgNmn:Ponte Vedra Basketball Club|Org Addr:St Augusti,Florida,US|OBA Nature:Basketball Training|Invst Rel:N|Title:Partner|Duties:I will be helping this company which I'm listed on the LLC for as a manger train elementary and middle school kids in basketball. |StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-20 |
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