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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Advisory Services | Fort Worth | TX | 07/2017 | 01/2018 |
| Benjamin F Edwards & Co | Sarasota | FL | 06/2019 | 07/2021 |
| Unemployed | Sarasota | FL | 08/2014 | 07/2017 |
| Unemployed | Sarasota | FL | 01/2018 | 06/2019 |
| Un-Employed | Sarasota | FL | 08/2021 | 09/2021 |
| Fidelity Investments | Sarasota | FL | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-17 |
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