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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-17 |
| AZ | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balaros Phase 2 Hair Salon | Chandler | AZ | 06/2004 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 08/2014 | 06/2021 |
| Bank Of America, N.A. | Chandler | AZ | 08/2016 | 06/2021 |
| Fidelity Investments | Chandler | AZ | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-89487|OrgNmn:Phase 2 Hair Salon |Org Addr:Chandler,Arizona,US|OBA Nature:Hair Stylist|Invst Rel:N|Title:Independent Contractor|Duties:Style client hair.|StrtDt:06-01-04|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-12 |
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