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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 09/2012 | 12/2021 |
| Bank Of America, N.A. | Phoenix | AZ | 12/2012 | 12/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2022 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 09/2012 | 12/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2022 | 01/2023 |
| Cvs | Chandler | AZ | 10/2023 | 10/2023 |
| Unemployed | Phoenix | AZ | 01/2023 | 10/2023 |
| Bank Of America, N.A. | Phoenix | AZ | 12/2012 | 12/2021 |
| Unemployed | Phoenix | AZ | 10/2023 | 01/2024 |
| Fidelity Investments | San Francisco | CA | 02/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132796|OrgNmn:Young Arts Arizona LTD|Org Addr:Phoenix,Arizona,US|OBA Nature:Serving challenged children th|Invst Rel:N|Title:Board Member|Duties:Mostly volunteer, set up tables, welcoming donors, attend children exhibitions of their arts at different institutions|StrtDt:07-07-19|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-11 |
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