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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States
Glendale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tailored Management | Columbus | OH | 11/2020 | 04/2021 |
| Florida Financial Advisors | Tampa | FL | 02/2020 | 06/2020 |
| Education At Work | Tempe | AZ | 06/2019 | 01/2020 |
| Arizona State Univeristy | Tempe | AZ | 08/2016 | 05/2020 |
| Fidelity | Westlake | TX | 07/2021 | Present |
| Unemployed | Tempe | AZ | 04/2021 | 07/2021 |
| Unemployed | Tempe | AZ | 06/2020 | 11/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-07 |
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