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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
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Ponte Vedra Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2013 | 03/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 08/2013 | 03/2021 |
| Fidelity Investments | Jacksonville | FL | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-60728|OrgNmn:Sandra Mathews Revocable Living Trust|Org Addr:Ponte Vedr,Florida,US|OBA Nature:Trust|Invst Rel:Y|Title:Trustee|Duties:Wellbeing of relative |StrtDt:11-12-17|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-18 |
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