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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lax Family Properties | Varmdo | 01/2010 | 09/2022 | |
| Antrim'S Academy | Benalmadena | 05/2016 | 05/2018 | |
| V3 Advertising | Pasadena | CA | 05/2018 | 02/2019 |
| Crystal Capital Partners | Cary | IL | 02/2019 | 07/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2021 | 09/2022 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 09/2021 | 09/2022 |
| Fidelity Investments | Pasadena | CA | 09/2022 | Present |
| Akin Op Llc | Newark | DE | 03/2020 | 09/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132538|OrgNmn:USTA Coaching|Org Addr:New York,New York,US|OBA Nature:Coaching for the USTA national|Invst Rel:N|Title:Captain|Duties:Serve as the point-of-contact between the Section (myself) and the team. Serve as the point-of-contact between the Tournament Organizers and t|StrtDt:10-28-26|TotHrs/mon:15|TrdHrs/mon:0|OBA-91865|OrgNmn:Akin Op LLC|Org Addr:Pasadena,California,US|OBA Nature:Web development software compa|Invst Rel:N|Title:Co-Founder|Duties:Co-Founder|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-91866|OrgNmn:Lax Family Real Estate|Org Addr:Wynnewood,Pennsylvan,US|OBA Nature:Real Estate interests in Swede|Invst Rel:Y|Title:Property Manager |Duties:Accounting, management, rentals, forestry |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-127609|OrgNmn:Bounce|Org Addr:Pasadena,California,US|OBA Nature:Tennis ball can vending machin|Invst Rel:N|Title:Partner|Duties:Founder, CEO, manager |StrtDt:|TotHrs/mon:96|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-02 |
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