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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-19 |
| KY | RA | APPROVED | 2025-06-25 |
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rand Corporation | Santa Monica | CA | 02/2016 | 03/2017 |
| World Financial Group, Inc. | Woodland Hills | CA | 02/2014 | 01/2025 |
| Transamerica Financial Advisors, Inc | Woodland Hills | CA | 03/2017 | 10/2018 |
| Fidelity Investments | Covington | KY | 02/2025 | Present |
| Motion Recruitment Partners Llc | Los Angeles | CA | 09/2017 | 02/2018 |
| Hireclout | Woodland Hills | CA | 03/2018 | 04/2018 |
| Moonlight Bread | Woodland Hills | CA | 08/2021 | 01/2025 |
OBA-116892|OrgNmn:Moonlight Bread|Org Addr:Woodland H,California,US|OBA Nature:Artisan Bread & Baked Goods|Invst Rel:N|Title:Sole Proprietor|Duties:Make bread/baked goods and sell bread/baked goods|StrtDt:|TotHrs/mon:32|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-10 |
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