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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED | 2025-05-21 |
Branch Locations
Jacksonville, 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 |
|---|---|---|---|---|
| Unemployed | Jacksonville | FL | 02/2020 | 04/2020 |
| Whits Frozen Custard | Jacksonville | FL | 06/2016 | 09/2016 |
| Unemployed | Jacksonville | FL | 12/2017 | 05/2019 |
| Sports Edge Camp-Jjva | Jacksonville | FL | 06/2019 | 08/2019 |
| Unemployed | Jacksonville | FL | 10/2016 | 06/2017 |
| Jewish Community Alliance | Jacksonville | FL | 02/2022 | 02/2024 |
| Unemployed | Jacksonville | FL | 09/2019 | 11/2019 |
| Fidelity Investments | Jacksonville | FL | 02/2024 | Present |
| Players Grille Bar & Restaurant | Jacksonville | FL | 09/2021 | 02/2022 |
| University Of North Florida | Jacksonville | FL | 05/2020 | 10/2020 |
| Jewish Community Alliance | Jacksonville | FL | 05/2020 | 09/2021 |
| Sports Edge Camp- Jjva | Jacksonville | FL | 12/2019 | 01/2020 |
| Jeremiah'S Italian Ice | Jacksonville | FL | 07/2017 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-05 |
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