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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Albuquerque | NM | 11/2011 | 02/2021 |
| Army National Guard | Albuquerque | NM | 03/2011 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Albuquerque | NM | 06/2016 | 02/2021 |
| Jp Morgan Chase Bank, N.A. | Albuquerque | NM | 02/2021 | 05/2022 |
| Jpmorgan Securities Llc | Albuquerque | NM | 02/2021 | 05/2022 |
| Bank Of America N.A. | Albuquerque | NM | 05/2022 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albuquerque | NM | 05/2022 | 10/2023 |
| Fidelity Investments | Investment Consultant | NM | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-14 |
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