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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 |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 01/2022 | 07/2023 |
| Gottlieb Wealth Management | Carlsbad | CA | 12/2021 | 07/2023 |
| Integrated Partners | San Diego | CA | 05/2021 | 08/2021 |
| Centura Wealth Advisory | San Diego | CA | 11/2020 | 05/2021 |
| Nexton | San Diego | CA | 06/2020 | 08/2020 |
| People First Group | San Diego | CA | 06/2017 | 06/2020 |
| Hyde Funding | San Diego | CA | 05/2019 | 08/2019 |
| State Farm | San Diego | CA | 05/2019 | 08/2019 |
| Merrill Lynch | San Diego | CA | 05/2018 | 08/2018 |
| Torrey Pines High School | San Diego | CA | 06/2014 | 06/2018 |
| The Ohio State University | Columbus | OH | 06/2018 | 08/2021 |
| University Of Miami | San Diego (Remote) | CA | 09/2021 | 01/2022 |
| Integrated Wealth Concepts, Llc | San Diego | CA | 01/2022 | 07/2023 |
| Fidelity Investments | San Diego | CA | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-25 |
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