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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Dublin | CA | 06/2018 | 12/2020 |
| Cintas Fire Protection | San Jose | CA | 11/2017 | 03/2018 |
| Veritude | Dublin | CA | 03/2018 | 06/2018 |
| Ross | Seaside | CA | 01/2017 | 11/2017 |
| California State University | Seaside | CA | 08/2000 | 05/2017 |
| Lpl Financial, Llc | Olympia | WA | 12/2020 | 10/2021 |
| Financial Advocates Investment Management | Olympia | WA | 03/2021 | 10/2021 |
| Fidelity Investments | Dublin | CA | 04/2022 | Present |
| Macy'S | Monterey | CA | 10/2021 | 02/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111137|OrgNmn:TFP Photography|Org Addr:Vancouver,Washington,US|OBA Nature:Freelance Photography|Invst Rel:N|Title:Freelance model and makeup artist|Duties:Free lance photoshoots during the weekends. Model in photos and provide makeup for models|StrtDt:07-19-24|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-04 |
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