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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
| CA | RA | APPROVED | 2025-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 06/2021 | 08/2021 |
| Ucsb | Santa Barbara | CA | 09/2019 | 06/2021 |
| Hennes & Mauritz (H&M) | Thousand Okas | CA | 10/2020 | 01/2021 |
| Moorpark College | Moorpark | CA | 09/2017 | 06/2019 |
| Aloha Beach Camp | Malibu | CA | 06/2017 | 08/2017 |
| Aloha Beach Camp | Malibu | CA | 06/2018 | 08/2018 |
| Aloha Beach Camp | Malibu | CA | 06/2019 | 08/2019 |
| Bellevue College | Bellevue | WA | 09/2015 | 06/2017 |
| Mercer Island High School | Mercer Island | WA | 09/2014 | 06/2017 |
| Gold's Gym | Thousand Oaks | CA | 02/2017 | 03/2017 |
| Magnit Global - Contracting Agency For Td Ameritrade | Long Beach | CA | 09/2021 | 05/2023 |
| University Of California Santa Barbara | Santa Barbara | CA | 08/2023 | 09/2023 |
| Charles Schwab & Co | Seal Beach | CA | 05/2023 | 06/2024 |
| Unemployed | El Segundo | CA | 06/2024 | 11/2024 |
| Fidelity Investments | El Segundo | CA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-12 |
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