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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
1261 Roseville Parkway, Roseville, CA 95678-9998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Francisco State University | San Francisco | CA | 08/2016 | 05/2017 |
| Lucille's Smokehouse Bbq | Rockline | CA | 06/2017 | 08/2017 |
| In N Out | Roseville | CA | 06/2017 | 08/2017 |
| El Torito | San Leandro | CA | 11/2017 | 05/2018 |
| Sherwin Williams | Roseville | CA | 05/2018 | 08/2018 |
| Sherwin Williams | Fremont | CA | 09/2018 | 06/2019 |
| Hines Properties | San Francisco | CA | 06/2019 | 08/2019 |
| Il Fornaio | Roseville | CA | 10/2019 | 01/2020 |
| Lazy Dog | Fremont | CA | 01/2020 | 03/2020 |
| Il Fornaio | Roseville | CA | 10/2020 | 03/2021 |
| Deanna Martins Cpa | Sacramento | CA | 03/2021 | 06/2021 |
| Fidelity Investments | Roseville | CA | 07/2021 | Present |
| Unemployed | Rocklin | CA | 04/2020 | 10/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-114077|OrgNmn:FirstGen Founded LLC|Org Addr:Lincoln,California,US|OBA Nature:Real estate rental properties |Invst Rel:Y|Title:Landlord|Duties:Collecting payments from tenants and working with property managers for any outstanding issues. |StrtDt:01-06-25|TotHrs/mon:15|TrdHrs/mon:0|OBA-128880|OrgNmn:Kreations Studio LLC|Org Addr:Sacramento,California,US|OBA Nature:Dance studio|Invst Rel:N|Title:Partner|Duties:My wife will be managing and running the studio, I am just helping her set up the business. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-28 |
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