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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-01 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
2009 Park Place, El Segundo, CA 90245-4754 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Los Angeles | CA | 05/2023 | 09/2024 |
| Unemployed | Denver | CO | 08/2018 | 09/2018 |
| First Trust Portfolios L.P. | Wheaton | IL | 09/2018 | 02/2023 |
| Awaim | Los Angeles | CA | 05/2023 | 09/2024 |
| First Trust Advisors L.P. | Wheaton | IL | 09/2018 | 02/2023 |
| Fidelity Investments | Torrance | CA | 09/2024 | Present |
| Unemployed | Austin | TX | 02/2023 | 05/2023 |
| Transamerica Capital Inc. | Denver | CO | 06/2015 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-28 |
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