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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 |
|---|---|---|---|---|
| Mufg Union Bank | Northridge | CA | 11/2015 | 11/2016 |
| Unionbanc Investment Services | Northridge | CA | 02/2016 | 11/2016 |
| Citigroup | Granada Hills | CA | 11/2016 | 06/2021 |
| Wells Fargo Clearing Services, Llc | San Fernando | CA | 07/2021 | 03/2022 |
| Wells Fargo Bank, Na | San Fernando | CA | 06/2021 | 03/2022 |
| Fidelity Investments | Burbank | CA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-18 |
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