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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-11-24 |
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 |
|---|---|---|---|---|
| Shannon Dearin | St. Augustine | FL | 01/2020 | 08/2023 |
| Wendys | Ponte Vedra | FL | 03/2019 | 10/2019 |
| Shaner | St. Augstine | FL | 04/2024 | 05/2024 |
| J. Kish | Jacksonville | FL | 08/2023 | 03/2024 |
| Allen D. Nease High | Ponte Vedra | FL | 08/2015 | 05/2020 |
| Fidelity Investments | Jacksonville | FL | 05/2024 | Present |
| Unemployed | Ponte Vedra | FL | 12/2013 | 10/2019 |
| Moe'S | Jacksonville | FL | 10/2019 | 01/2020 |
| Fscj | Jacksonville | FL | 08/2020 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-09 |
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