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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Las Vegas | NV | 07/2021 | 10/2022 |
| Pierce College | Woodland Hills | CA | 06/2016 | 12/2019 |
| Pieology Pizzeria | West Hills | CA | 10/2016 | 05/2017 |
| Moose Limited | Chatsworth | CA | 05/2017 | 09/2018 |
| Swim Right Academy | Woodland Hills | CA | 09/2018 | 12/2019 |
| Livesmart Automation | Henderson | NV | 05/2020 | 07/2021 |
| Water Wings | Henderson | NV | 01/2020 | 05/2020 |
| Unemployed | Henderson | NV | 10/2022 | 03/2023 |
| Fidelity Investments | Henderson | NV | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-16 |
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