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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-28 |
Branch Locations
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States
Venice, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Venice | FL | 06/2024 | 09/2025 |
| Wells Fargo Bank | Venice | FL | 07/2023 | 06/2025 |
| The Joint Chiropractic | Venice | FL | 02/2023 | 07/2023 |
| River Street Sweets | Sarasota | FL | 06/2022 | 01/2023 |
| The Joint Chiropractic | North Port | FL | 03/2022 | 06/2022 |
| Mcdonalds | Port Charlotte | FL | 03/2018 | 03/2020 |
| Florida South Western State College | Fort Myers | FL | 08/2021 | 05/2024 |
| Imagine School At North Port | North Port | FL | 08/2017 | 06/2021 |
| Imagine School At North Port | North Port | FL | 08/2014 | 06/2017 |
| Fidelity Investments | Sarasota | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-27 |
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