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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 06/2016 | 03/2018 |
| Pruco Securities Llc | Sherman Oaks | CA | 07/2019 | 06/2020 |
| Unemployed | Jacksonville | FL | 04/2018 | 06/2019 |
| The Prudential Insurance Company Of America | Sherman Oaks | CA | 10/2019 | 06/2020 |
| New York Life Insurance Co | Glendale | CA | 06/2020 | 10/2020 |
| Nylife Securities Llc | Glendale | CA | 08/2020 | 10/2020 |
| Unemployed | Los Angeles | CA | 11/2020 | 03/2021 |
| Fidelity Investments | Los Angeles | CA | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-18 |
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