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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Rover Specialist | Clifton | NJ | 07/2017 | 03/2020 |
| Unemployed | Fleming Island | FL | 01/2022 | 07/2022 |
| Concentrix | Jacksonville | FL | 05/2023 | 01/2024 |
| Insource Performance Solutions | Middleburg | FL | 03/2023 | 05/2023 |
| Costco | Jacksonville | FL | 09/2021 | 01/2022 |
| Fidelity Investments | Jacksonville | FL | 02/2024 | Present |
| Clay Virtual Academy | Orange Park | FL | 02/2021 | 05/2021 |
| St. Johns Country Day School | Orange Park | FL | 09/2016 | 09/2017 |
| Restaurant Medure | Ponte Vedra | FL | 07/2022 | 01/2023 |
| St. Johns Country Day School | Orange Park | FL | 09/2019 | 01/2021 |
| Unemployed | Fleming Island | FL | 01/2023 | 03/2023 |
| Green Cove Springs Junior High School | Green Cove Springs | FL | 04/2015 | 09/2016 |
| Unemployed | Fleming Island | FL | 05/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-29 |
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