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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 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | San Mateo | CA | 01/2017 | 06/2018 |
| Sequoia Consulting Group | San Mateo | CA | 10/2016 | 12/2016 |
| Global Retirement Partners | San Mateo | CA | 10/2016 | 06/2018 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 07/2018 | 05/2019 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 07/2018 | 05/2019 |
| Fidelity Investments | Livermore | CA | 03/2015 | 10/2016 |
| Fidelity Investments | Livermore | CA | 05/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-16 |
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