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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-18 |
| FL | RA | APPROVED | 2025-03-31 |
Branch Locations
Vero Beach, FL • United States
821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cobalt - Kimpton | Vero Beach | FL | 05/2022 | 08/2022 |
| Pcp Tactical | Vero Beach | FL | 07/2020 | 08/2021 |
| Dean'S Property Mgm | Vero Beach | FL | 03/2024 | 06/2024 |
| Marine Bank & Trust | Vero Beach | FL | 05/2023 | 08/2023 |
| Quail Valley | Vero Beach | FL | 05/2023 | 02/2024 |
| Marine Bank & Trust | Vero Beach | FL | 05/2022 | 08/2022 |
| Grade Schoolstudent | Vero Beach | FL | 03/2002 | 05/2020 |
| University Of Florida | Gainesville | FL | 05/2020 | 05/2024 |
| Sandridge Golf Club | Vero Beach | FL | 05/2022 | 08/2022 |
| Retaliate1St | Vero Beach | FL | 08/2021 | 12/2023 |
| Fidelity Investments | Vero Beach | FL | 06/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-110499|OrgNmn:Dean's Property Management|Org Addr:Vero Beach,Florida,US|OBA Nature:Property Managment Service for|Invst Rel:N|Title:Partner|Duties:Director and Partner|StrtDt:03-11-24|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-19 |
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