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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
11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | San Diego | CA | 05/2021 | Present |
| Wells Fargo | San Diego | CA | 08/2017 | 05/2021 |
| Casa De Las Campanas | Rancho Bernardo | CA | 11/2013 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-03 |
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