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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
155 N Lake Avenue, Pasadena, CA 91101-1848 • United States
Baldwin Park, CA • United States
123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Garden Grove | CA | 08/2016 | 09/2018 |
| Dennis W Wilson Insurance Agency, Inc | Garden Grove | CA | 09/2016 | 05/2019 |
| Ameritas Life Insurance Corp | Garden Grove | CA | 08/2016 | 09/2018 |
| The Prudential Insurance Company Of America | City Of Industry | CA | 05/2019 | 09/2019 |
| Pruco Securities | City Of Industry | CA | 05/2019 | 09/2019 |
| Jp Morgan Securities, Llc | Pasadena | CA | 09/2019 | 05/2021 |
| Jp Morgan Chase Bank, N.A. | Pasadena | CA | 09/2019 | 05/2021 |
| Fidelity Investments | Pasadena | CA | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130994|OrgNmn:Not sure|Org Addr:Baldwin Pa,California,US|OBA Nature:Selling liquidation from busin|Invst Rel:N|Title:business owner|Duties:Managing the online business since my dad will handle the physical locations. I will do it mostly after work or on the weekend. |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-15 |
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