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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_RES | 2025-03-31 |
Branch Locations
Northridge, CA • United States
6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Encino | CA | 11/2015 | 11/2016 |
| Us Bank, N.A. | Encino | CA | 11/2015 | 11/2016 |
| Fidelity Brokerage Services Llc | Woodland Hills | CA | 11/2016 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodland Hills | CA | 01/2018 | 03/2019 |
| Bank Of America, N.A. | Woodland Hills | CA | 01/2018 | 03/2019 |
| E*Trade Securities Llc (Formerly Harrisdirect Llc) | Los Angeles | CA | 03/2019 | 01/2020 |
| E*Trade Financial | Los Angeles | CA | 03/2019 | 01/2020 |
| Jpmorgan Chase Bank, N.A. | Canoga Park | CA | 01/2021 | 06/2021 |
| J.P. Morgan Securities Llc | Canoga Park | CA | 01/2021 | 06/2021 |
| Strategic Advisors, Inc | Woodland Hills | CA | 11/2016 | 01/2018 |
| Fidelity Investments | Woodland Hills | CA | 11/2016 | 01/2018 |
| Unemployed | Chatsworth | CA | 02/2020 | 12/2020 |
| Wells Fargo Clearing Services, Llc | Valencia | CA | 07/2021 | 05/2022 |
| Wells Fargo Bank, Na | Valencia | CA | 07/2021 | 05/2022 |
| Fidelity Investments | Woodland Hills | CA | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-05 |
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