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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-21 |
| CA | RA | APPROVED | 2025-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 04/2025 | 08/2025 |
| Cal State San Marcos | San Marcos | CA | 09/2017 | 05/2018 |
| Fidelity Investments | Sacramento | CA | 09/2025 | Present |
| Salient Wealth Planning | San Diego | CA | 05/2018 | 08/2018 |
| Sage Stone Wealth Management | San Diego | CA | 09/2018 | 07/2020 |
| Phils Bbq Rancho Bernardo | San Diego | CA | 05/2017 | 09/2017 |
| Financial Sense Wealth Management | San Diego | CA | 07/2020 | 04/2025 |
| Cal State San Marcos - Asi | San Marcos | CA | 05/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-22 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-19 |
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