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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Pleasant Hill, CA • United States
2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Crockett | CA | 05/2018 | 08/2018 |
| University Of Hawaii | Honolulu | HI | 07/2014 | 05/2018 |
| Cedar Circle, Llc. | Orinda | CA | 07/2017 | 05/2018 |
| Turnoverbnb | Honolulu | HI | 01/2018 | 05/2018 |
| Rockstar Energy | Honolulu | HI | 08/2017 | 05/2018 |
| Axa-Advisors, Llc | New York | NY | 08/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2018 | 08/2022 |
| Fidelity Investments | Westlake | TX | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-15 |
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