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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7565 West Bell Road, Peoria, AZ 85382-3829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Peoria | AZ | 12/2023 | Present |
| Ventana Winds Assisted Living & Memory Care (Sls Senior Living) | Youngtown | AZ | 04/2023 | 10/2023 |
| Lifestream At Youngtown / Complete Senior Living | Youngtown | AZ | 12/2022 | 04/2023 |
| Dysart School District / Elementary School At West Point | Surprise | AZ | 08/2020 | 05/2021 |
| Northern Arizona University | Flagstaff (Phoenix Satellite Location) | AZ | 05/2022 | 05/2023 |
| Estrella Mountain Community College | Avondale | AZ | 08/2020 | 05/2022 |
| Yavapai Community College | Prescott | AZ | 08/2019 | 05/2020 |
| Unemployed | Surprise / Prescott | AZ | 12/2013 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-31 |
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