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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Los Angeles | CA | 06/2015 | 09/2018 |
| Charles Schwab Bank | Los Angeles | CA | 03/2018 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 01/2019 | 09/2021 |
| Unemployed | Los Angeles | CA | 09/2018 | 12/2018 |
| Northwestern Mutual | Los Angeles | CA | 12/2018 | 12/2018 |
| Bank Of America, N.A. | Beverly Hills | CA | 02/2019 | 09/2021 |
| Albert Investments, Llc | Culver City | CA | 10/2021 | 09/2023 |
| Albert Securities, Llc | Culver City | CA | 10/2021 | 09/2023 |
| Albert Corporation | Culver City | CA | 10/2021 | 09/2023 |
| Unemployed | Los Angeles | CA | 09/2023 | 03/2024 |
| Fidelity Investments | Los Angeles | CA | 03/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-10 |
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