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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Torrance | CA | 10/2015 | 03/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Torrance | CA | 10/2015 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Torrance | CA | 03/2017 | 12/2021 |
| Bank Of America, N.A | Torrance | CA | 03/2017 | 12/2021 |
| Fidelity Investments | Westlake | TX | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-20 |
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