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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | San Francisco | CA | 01/2002 | 11/2022 |
| Equitable Advisors, Llc | San Francisco | CA | 12/2022 | 07/2023 |
| Secure Investment Management, Llc | Tucson | AZ | 08/2023 | 07/2024 |
| Fidelity Investments | Salt Lake City | UT | 09/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 2004-06-26 |
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