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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-13 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
2600 E Bidwell St Ste 200, Folsom, CA 95630-6449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton Distributors Inc. | Rancho Cordova | CA | 01/2020 | 07/2021 |
| Franklin Templeton Investor Services | Rancho Cordova | CA | 09/2019 | 02/2020 |
| Franklin Templeton Investor Services | Rancho Cordova | CA | 11/2018 | 09/2019 |
| Golden State Overnight | Rancho Cordova | CA | 07/2016 | 09/2017 |
| California State University - Sacramento | Sacramento | CA | 09/2013 | 05/2018 |
| Unemployed | Folsom | CA | 05/2018 | 11/2018 |
| Franklin Distributors, Llc | Rancho Cordova | CA | 07/2021 | 12/2024 |
| Fidelity Investments | Folsom | CA | 12/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-05 |
| S66 | Uniform Combined State Law Examination | 2025-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-05 |
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