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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5520 Kietzke Ln Suite 100, Reno, NV 89511-3040 • United States
Sparks, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Reno | NV | 01/2019 | 04/2022 |
| Unemployed | Reno | NV | 11/2018 | 01/2019 |
| Guild Mortgage Company | Reno | NV | 01/2017 | 11/2018 |
| Suppliesoutlet.cOm, Inc. | Reno | NV | 04/2013 | 01/2017 |
| Charles Schwab & Co., Inc. | Reno | NV | 04/2022 | 09/2022 |
| Charles Schwab Bank, Ssb | Reno | NV | 04/2022 | 09/2022 |
| University Of Nevada | Reno | NV | 08/2012 | 05/2017 |
| Fidelity Investments | Reno | NV | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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