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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5520 Kietzke Ln Suite 100, Reno, NV 89511-3040 • United States
Reno, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | South Lake Tahoe | CA | 03/2015 | 12/2018 |
| Bank Of America, N.A. | South Lake Tahoe | CA | 03/2015 | 12/2018 |
| Justin Boucher Advisory Services Llc | Reno | NV | 06/2017 | 12/2018 |
| Ameriprise Financial Services, Inc. | Reno | NV | 12/2018 | 07/2020 |
| Prudential Insurance Company Of America | Roseville | CA | 02/2021 | 07/2021 |
| Pruco Securities, Llc | Roseville | CA | 02/2021 | 07/2021 |
| Open Window Fs | Reno | NV | 07/2020 | 11/2020 |
| Unemployed | Reno | NV | 11/2020 | 02/2021 |
| Fidelity Investments | Reno | NV | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-28 |
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