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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
815 E Birch St, Brea, CA 92821-5765 • United States
Costa Mesa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine | CA | 04/2016 | 06/2017 |
| Bank Of America, N.A. | Irvine | CA | 09/2016 | 06/2017 |
| Fidelity Brokerage Services Llc | Brea | CA | 08/2017 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2011-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-21 |
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