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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-27 |
| CA | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Escondido | CA | 11/2025 | Present |
| Atrium Hospitality Lp | Alpharetta | GA | 11/2021 | 05/2022 |
| Ruffalo Noel Levitz | Tucson | AZ | 09/2018 | 09/2020 |
| Stepstone Group | San Diego | CA | 02/2025 | 06/2025 |
| Unemployed | Tucson | AZ | 08/2018 | 09/2018 |
| Bj'S Restaurant & Brewhouse | Escondido | CA | 08/2025 | 11/2025 |
| Monat Global | Doral | FL | 10/2020 | 06/2021 |
| Goldman Sachs | Salt Lake City | UT | 06/2021 | 08/2021 |
| Unemployed | Issaquah | WA | 10/2015 | 06/2017 |
| Taco Time Nw | Issaquah | WA | 06/2017 | 08/2018 |
| The Hotel Group | Issaquah | WA | 05/2019 | 03/2020 |
| Edward Jones | Tempe | AZ | 06/2022 | 02/2025 |
| Summit Real Estate Advisors | Tucson | AZ | 08/2021 | 11/2021 |
| G1 Research | Pleasant Grove | UT | 09/2020 | 10/2021 |
| Uber Eats | Escondido | CA | 12/2019 | 10/2025 |
OBA-131712|OrgNmn:Uber Eats|Org Addr:San Diego,California,US|OBA Nature:Uber Eats Driving|Invst Rel:N|Title:Independent Contractor|Duties:Delivering food|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-19 |
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