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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2025-09-05 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 12/2023 | Present |
| Vystar Credit Union | Jacksonville | FL | 11/2023 | 12/2023 |
| Ballance Staffing | Jacksonville | FL | 09/2023 | 10/2023 |
| Spring Venture Group | Jacksonville | FL | 04/2023 | 08/2023 |
| Partners Personnel Inc | Jacksonville | FL | 12/2022 | 03/2023 |
| Genpact Llc | Jacksonville | FL | 09/2018 | 09/2021 |
| Tiaa Bank | Jacksonville | FL | 01/2018 | 06/2018 |
| Cvs Pharmacy | Jacksonville | FL | 04/2014 | 12/2017 |
| Unemployed | Jacksonville | FL | 10/2021 | 11/2022 |
| University Of North Florida | Jacksonville | FL | 01/2017 | 05/2020 |
| Mmp Llc | Jacksonville | FL | 06/2022 | 10/2023 |
OBA-108563|OrgNmn:N/A|Org Addr:Jacksonvil,Florida,US|OBA Nature:No business, audio independent|Invst Rel:N|Title:Speaker, vocalist |Duties:Published content |StrtDt:01-01-14|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-02 |
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