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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
155 N Lake Avenue, Pasadena, CA 91101-1848 • United States
123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Pasadena | CA | 07/2020 | 10/2021 |
| Wells Fargo Advisors Financial Network, Llc | Pasadena | CA | 05/2019 | 08/2019 |
| Owen Magic Supreme | Azusa | CA | 05/2017 | 06/2017 |
| Occidental College | Eagle Rock | CA | 08/2016 | 05/2020 |
| Fidelity Investments | Salt Lake City | UT | 10/2021 | Present |
| Turczan Investment Consulting Group | Pasadena | CA | 07/2020 | 10/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
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