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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413 • United States
Albuquerque, NM • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Goleta | CA | 09/2009 | 12/2020 |
| Fidelity Investments | Alburquerque | NM | 07/2021 | Present |
| Unemployed | Albuquerque | NM | 12/2020 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-26 |
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