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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
Long Beach, CA • United States
12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Seal Beach | CA | 01/2021 | Present |
| Automatic Data Processing, Inc | Rancho Cucamonga | CA | 09/2017 | 12/2020 |
| First Service Residential | Eastvale | CA | 10/2016 | 09/2017 |
| Associated Students Incorporated, Campus Recreation | Pomona | CA | 08/2014 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-26 |
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