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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
Huntington Beach, CA • United States
12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Irvine | CA | 06/2015 | 01/2021 |
| E*Trade Securities Llc | Santa Ana | CA | 02/2021 | 06/2021 |
| E*Trade Capital Management Llc | Santa Ana | CA | 02/2021 | 06/2021 |
| Fidelity Investments | Seal Beach | CA | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-29 |
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