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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
Green Cove Springs, 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 | 09/2022 | Present |
| Vision Manufacturing | Orange Park | FL | 08/2021 | 07/2022 |
| American Public University | Charles Town | WV | 02/2020 | 08/2021 |
| Community Hospice Thrift Store | Orange Park | FL | 09/2019 | 03/2020 |
| Keiser University | Jacksonville | FL | 04/2018 | 07/2019 |
| United States Air Force | Abilene | TX | 03/2014 | 03/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-28 |
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