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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
111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States
Camarillo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vitreous Partners Llc | Los Angeles | CA | 06/2017 | 02/2018 |
| Arrowroot Partners Llc | Los Angeles | CA | 06/2017 | 02/2018 |
| Sabbatical | Los Angeles | CA | 09/2015 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 05/2019 | 11/2021 |
| Jp Morgan Securities, Llc | Los Angeles | CA | 05/2019 | 11/2021 |
| Unemployed | Los Angeles | CA | 02/2018 | 08/2018 |
| Arrowroot Family Office, Llc | Los Angeles | CA | 06/2017 | 02/2018 |
| American Trading International | Los Angeles | CA | 09/2018 | 02/2019 |
| Starbucks | Los Angeles | CA | 04/2019 | 05/2019 |
| Unemployed | Los Angeles | CA | 03/2019 | 03/2019 |
| Fidelity Investments | Thousand Oaks | CA | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-01 |
| S66 | Uniform Combined State Law Examination | 2003-05-28 |
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