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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Stamford | CT | 12/2015 | 06/2018 |
| Equinox | Darien | CT | 07/2018 | 09/2018 |
| Unemployed | Stamford | CT | 10/2018 | 06/2021 |
| Full Time Student | Tucson | AZ | 08/2017 | 05/2021 |
| Fidelity Investments | Westlake | TX | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-10 |
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