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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
One Destiny Way, Westlake, TX 76262-8103 • United States
16656 Bernardo Center Dr Suites A & B, San Diego, CA 92128-2589 • United States
16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 05/2020 | 07/2021 |
| Zeiders | Adelphi | VA | 11/2019 | 03/2020 |
| Merrill Lynch | San Diego | CA | 06/2016 | 05/2017 |
| San Deigo State University | San Diego | CA | 08/2015 | 05/2017 |
| University Of Maryland Global Campus | Adelphi | MD | 01/2018 | 09/2019 |
| Unemployed | Yokohama | 05/2017 | 01/2018 | |
| Harlow Wealth Management, Llc | Vancouver | WA | 10/2021 | 02/2022 |
| Fidelity Investments | Escondido | CA | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-69438|OrgNmn:UC Berkeley Extension|Org Addr:Berkeley,California,US|OBA Nature:Adjunct Personal Finance Remot|Invst Rel:N|Title:Adjunct non tenure faculty remote|Duties:Pre set curriculim teaching personal finance remote 10 hours per week UC Berkeley extension|StrtDt:06-16-22|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-02 |
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