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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Inc | Camarillo | CA | 07/2017 | 11/2021 |
| Bank Of America Na | Camarillo | CA | 07/2017 | 10/2018 |
| Carmax | Oxnard | CA | 11/2016 | 06/2017 |
| Eset Llc | San Diego | CA | 06/2014 | 09/2016 |
| Edward Jones | St Louis | MO | 02/2022 | 08/2022 |
| Fidelity Investments | Westlake | TX | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-05 |
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