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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-28 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Las Vegas | NV | 06/2022 | 01/2023 |
| Fidelity Investments | Las Vegas | NV | 01/2024 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 01/2023 | 10/2023 |
| Nordstrom | Scottsdale | AZ | 06/2016 | 02/2017 |
| Charles Schwab Bank, Ssb | Las Vegas | NV | 04/2019 | 05/2022 |
| Charles Schwab & Co., Inc. | Las Vegas | NV | 05/2016 | 05/2022 |
| Fidelity Personal And Workplace Advisors | Las Vegas | NV | 06/2022 | 01/2023 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2023 | 10/2023 |
| Unemployed | Las Vegas | NV | 10/2023 | 01/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Brokerage Services Llc | Carson City | NV | 04/2026 | Present |
| Strategic Advisers Llc | Carson City | NV | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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