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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
2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 06/2020 | 01/2021 |
| Department Of Justice | Sacramanto | CA | 05/2019 | 05/2020 |
| Unemployed | Sacramento | CA | 04/2019 | 05/2019 |
| Mountain Mike's | Elk Grove | CA | 02/2019 | 04/2019 |
| Unemployed | Sacramento | CA | 09/2018 | 02/2019 |
| Old Navy | Sacramento | CA | 05/2018 | 09/2018 |
| Domino's Pizza | Elk Grove | CA | 05/2018 | 08/2018 |
| California State Universtiy | Sacramento | CA | 08/2016 | 05/2018 |
| Cosumnes River College | Sacramento | CA | 06/2017 | 06/2018 |
| Bank Of America | Sacramento | CA | 01/2021 | 02/2022 |
| Fidelity Investments | Sacramento | CA | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-11 |
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