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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 | 2025-03-31 |
Branch Locations
Thousand Oaks, CA • United States
111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2012 | 01/2018 |
| Charles Schwab & Co., Inc. | Manchester, | NH | 01/2018 | 12/2018 |
| Charles Schwab Bank | Manchester | NH | 01/2018 | 12/2018 |
| Fidelity Brokerage Services Llc | Thousand Oaks | CA | 02/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-13 |
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