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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_RES | 2025-03-31 |
Branch Locations
7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States
San Bernardino, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Montebello | CA | 02/2013 | 05/2017 |
| Verizon | Corona | CA | 05/2017 | 02/2019 |
| Td Ameritrade | Yorba Linda | CA | 02/2019 | 07/2020 |
| Fidelity Brokerage Services | Rancho Cucamonga | CA | 07/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-12 |
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