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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
Santa Barbara, CA • United States
3793 State Street, Santa Barbara, CA 93105-3116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uc Santa Barbara | Goleta | CA | 09/2014 | 06/2018 |
| Costco | Goleta | CA | 06/2016 | 12/2016 |
| Planmember Securities Corporation | Carpinteria | CA | 07/2018 | 12/2020 |
| Robinhood Financial, Llc | Tempe | AZ | 03/2021 | 04/2021 |
| Fidelity Brokerage Services Llc | Ventura | CA | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-04 |
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