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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 |
Branch Locations
2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States
Sacramento, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2020 | 04/2021 |
| Northwestern Mutual Investment Services Llc | Walnut Creek | CA | 05/2020 | 04/2021 |
| Hightower Advisors | Palm Desert | CA | 05/2019 | 09/2019 |
| Northwestern Mutual | Milwaukee | WI | 05/2020 | 04/2021 |
| Fidelity Investments | Torrance | CA | 05/2021 | 06/2022 |
| Fidelity Personal And Workplace Advisor | Torrance | CA | 11/2021 | 06/2022 |
| Fidelity Brokerage Services Llc | Torrance | CA | 05/2021 | 06/2022 |
| J.P. Morgan Securities Llc | Long Beach | CA | 07/2022 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Long Beach | CA | 07/2022 | 03/2024 |
| Unemployed | Long Beach | CA | 07/2012 | 04/2019 |
| St. Mary's College Of California | Moraga | CA | 08/2015 | 05/2020 |
| Breathalyzers For Fire Fighters | Long Beach | CA | 01/2022 | 03/2024 |
| Poshmark | Long Beach | CA | 06/2021 | 07/2022 |
| Breathalyzers For Firefighters | Long Beach | CA | 01/2022 | 03/2024 |
| Jmg To The Moon | Renton | WA | 01/2023 | 03/2024 |
| Fidelity Investments | Sacramento | CA | 03/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129949|OrgNmn:FollowTheMoney|Org Addr:Sacramento,California,US|OBA Nature:FollowTheMoney is an iOS appli|Invst Rel:N|Title:Owner/ Operator|Duties:I work on the applications in my free time. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-108637|OrgNmn:Baseball Coach|Org Addr:Sacramento,California,US|OBA Nature:Baseball Coaching|Invst Rel:N|Title:Independent Contractor|Duties:Help run baseball practices and games, occassionally run lessons when asked. |StrtDt:12-09-25|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-20 |
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