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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 10/2023 | 05/2024 |
| Dugout Mugs | Winter Haven | FL | 06/2020 | 07/2020 |
| Fidelity Investments | Jacksonville | FL | 06/2024 | Present |
| Dugout Mugs | Tampa | FL | 08/2022 | 10/2023 |
| George Jenkins High School | Lakeland | FL | 08/2016 | 05/2020 |
| Florida International University | Miami | FL | 05/2020 | 08/2021 |
| College Of Central Florida | Ocala | FL | 08/2021 | 08/2022 |
| University Of South Florida | Tampa | FL | 01/2023 | 05/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-10 |
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