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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-26 |
| TX | RA | APPROVED | 2026-05-21 |
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 |
|---|---|---|---|---|
| Pedro Menendez High School | St Augustine | FL | 08/2014 | 05/2018 |
| Jcpenney | St Augustine | FL | 11/2016 | 09/2018 |
| Vystar Credit Union | St Augustine | FL | 06/2016 | 05/2018 |
| Southstate Bank | St Augustine | FL | 01/2024 | 05/2024 |
| Apex Elite | Jacksonville | FL | 08/2021 | 12/2021 |
| Fidelity Investments | Jacksonville | FL | 05/2024 | Present |
| Ameris Bank | St Augustine | FL | 07/2018 | 01/2023 |
| Jacksonville Jaguars | Jacksonville | FL | 07/2022 | 12/2023 |
| University Of North Florida | Jacksonville | FL | 12/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-05 |
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