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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED | 2026-03-13 |
Branch Locations
1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 08/2020 | 11/2020 |
| Reeves & Co | Dallas | TX | 01/2020 | 04/2020 |
| Centera Bioscience | Tempe | AZ | 11/2017 | 11/2019 |
| Unemployed | Tucson | AZ | 05/2017 | 11/2017 |
| Berri Fit | San Deigo | CA | 05/2016 | 05/2017 |
| Abercrombie And Fitch | San Diego | CA | 04/2016 | 10/2016 |
| Zico Coconut Water | San Diego | CA | 09/2014 | 05/2017 |
| Unemployed | Dallas | TX | 04/2020 | 08/2020 |
| Fidelity Investments | Santa Monica | CA | 09/2025 | Present |
| Fisher Investments | Plano | TX | 11/2020 | 12/2022 |
| Fisher Investments | Plano | TX | 01/2023 | 05/2025 |
| Fisher Investments | Santa Monica | CA | 05/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
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