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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2020 | 12/2021 |
| New York Life Insurance Company | Stockton | CA | 11/2018 | 02/2020 |
| Woodmont Real Estate | Orangevale | CA | 04/2016 | 10/2018 |
| Fidelity Investments | Campbell | CA | 01/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-124741|OrgNmn:Charleston Sassy Pants|Org Addr:Campbell,California,US|OBA Nature:Dog Vlog Channel|Invst Rel:N|Title:I'm just editing the videos featu|Duties:Editing/posting videos featuring my dog|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-01 |
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