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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
Newbury Park, CA • United States
370 N Westlake Blvd Suite 140, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Woodland Hills | CA | 04/2012 | 07/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| Osaic Wealth Inc | Woodland Hills | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-18 |
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