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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Go Wireless | Chandler | AZ | 07/2016 | 12/2016 |
| Costco Wholesale | Avondale | AZ | 10/2017 | 06/2020 |
| Desert Springs Community Church | Goodyear | AZ | 08/2020 | Present |
| Regent University | Virginia Beach | VA | 06/2020 | Present |
| Estrella Mountain Community College | Avondale | AZ | 01/2017 | 12/2017 |
| Thrivent Investment Management Inc | Scottsdale | AZ | 03/2021 | 07/2021 |
| Fidelity Investments | Salt Lake City | UT | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-126281|OrgNmn:Cactus Sports Cards|Org Addr:Buckeye,Arizona,US|OBA Nature:I am going to work with my Dad|Invst Rel:N|Title:NA|Duties:Help my Dad list and sell sports cards on his ebay account and recieve income from those sales. |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-16 |
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