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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States
Canoga Park, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon Wireless | Canoga Park | CA | 11/2014 | 03/2019 |
| Jpmorgan Chase Bank, N.A. | Panorama City | CA | 04/2019 | 05/2024 |
| J.P. Morgan Securities Llc | Panorama City | CA | 04/2019 | 05/2024 |
| Fidelity Investments | Woodland Hills | CA | 07/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-18 |
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