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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
Fleming Island, 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 | Covington | KY | 12/2023 | Present |
| At&T | Jacksonville | FL | 10/2021 | 11/2023 |
| Jurassic Junk Removal Ll | Middleburg | FL | 07/2023 | 10/2023 |
| Breakthru Beverage | Jacksonville | FL | 05/2021 | 10/2021 |
| Talons @ Eagle Harbor | Fleming Island | FL | 09/2017 | 05/2021 |
| Magnolia Point Golf Club | Green Cove Springs | FL | 09/2016 | 09/2017 |
| Your Pie | Fleming Island | FL | 07/2014 | 09/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
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