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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| CA | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Sacramento | CA | 05/2026 | Present |
| La Fitness | Lake Forest | CA | 07/2024 | 05/2026 |
| Unemployed | Aliso Viejo | CA | 07/2022 | 09/2022 |
| Goldman Sachs Ayco | Irvine | CA | 06/2021 | 08/2021 |
| Unemployed | Irvine | CA | 01/2020 | 06/2021 |
| Carls Jr | Irvine | CA | 11/2016 | 07/2017 |
| Johnny'S Real Ny Pizza | Irvine | CA | 07/2017 | 01/2020 |
| Goldman Sachs Ayco | Newport Beach | CA | 09/2022 | 11/2025 |
| Chipotle | Los Angeles | CA | 05/2022 | 07/2022 |
| Unemployed | Aliso Viejo | CA | 08/2021 | 05/2022 |
| Unemployed | Irvine | CA | 02/2000 | 11/2016 |
OBA-129946|OrgNmn:LA Fitness|Org Addr:Lake Fores,California,US|OBA Nature:Personal Fitness Training |Invst Rel:N|Title:Employee|Duties:Train individual clients at the gym|StrtDt:07-01-24|TotHrs/mon:15|TrdHrs/mon:2|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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