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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED_RES | 2026-02-12 |
Branch Locations
7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • United States
20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Endangered Wisemen Studios | Jacksonville | FL | 10/2020 | 08/2022 |
| Hodges Mazda At The Avenues | Jacksonville | FL | 08/2022 | 01/2023 |
| Avante Green | Gainesville | FL | 01/2014 | 03/2018 |
| Living Green Tree Services | Jacksonville | FL | 01/2023 | 09/2023 |
| Chris Watkins Photography | Gainesville | FL | 01/2022 | 09/2023 |
| Unemployed | Jacksonville | FL | 10/2023 | 04/2024 |
| Unemployed | Gainesville | FL | 03/2018 | 09/2020 |
| Fidelity Investments | Jacksonville | FL | 05/2024 | 09/2025 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 10/2024 | 09/2025 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 11/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 11/2025 | Present |
| Unemployed | Jacksonville | FL | 10/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-05 |
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