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245 Summer Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veritude | Brea | CA | 05/2017 | 07/2017 |
| Orange High School | Orange | CA | 01/2017 | 06/2018 |
| Chapman University | Orange | CA | 05/2014 | 05/2018 |
| Fidelity Investments | Chicago | IL | 05/2024 | Present |
| Fidelity Brokerage Services Llc | Brea | CA | 06/2018 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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