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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 | 2025-03-31 |
Branch Locations
Ponte Vedra 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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 10/2022 | 11/2023 |
| Graduated - Looking For Work | Ponte Vedra Beach | FL | 08/2022 | 10/2022 |
| Florida State University | Tallahassee | FL | 08/2020 | 08/2022 |
| Tallahassee Community College | Tallahassee | FL | 08/2018 | 08/2020 |
| Oak Bridge Golf And Country Club | Ponte Vedra Beach | FL | 11/2017 | 05/2018 |
| Al's Pizza | Ponte Vedra Beach | FL | 02/2017 | 11/2017 |
| Firehouse Subs | Jacksonville Beach | FL | 06/2016 | 02/2017 |
| Fidelity Investments | Jacksonville | FL | 12/2023 | Present |
| Ponte Vedra High School | Ponte Vedra Beach | FL | 12/2015 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
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