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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
7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nekter Juice Bar | Ladera Ranch | CA | 06/2018 | 08/2019 |
| Pf Changs | San Diego | CA | 10/2021 | 06/2022 |
| Northwestern Mutual | La Jolla | CA | 06/2022 | 06/2023 |
| Securities America / Haussmann Financial | Lake Forest | CA | 06/2021 | 09/2021 |
| John P. Dunphy | Ladera Ranch | CA | 06/2017 | 09/2021 |
| Unemployed | Ladera Ranch | CA | 01/2011 | 06/2017 |
| Unemployed | San Diego | CA | 06/2023 | 10/2023 |
| Unemployed | San Diego | CA | 09/2021 | 10/2021 |
| Fidelity Investments | San Diego | CA | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
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