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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_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 07/2019 | 04/2023 |
| Pdm Capital Llc | Los Angeles | CA | 03/2014 | 07/2019 |
| Bank Of America, N.A. | Los Angeles | CA | 08/2019 | 04/2023 |
| Fidelity Investments | Westlake | TX | 09/2023 | Present |
| Mansour Travel Company, Inc. | Beverly Hills | CA | 05/2023 | 09/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-102382|OrgNmn:Mansour Travel Company, Inc.|Org Addr:Beverly Hi,California,US|OBA Nature:Luxury Travel Agency|Invst Rel:N|Title:Independent Travel Advisor|Duties:Providing travel advice to friends and family|StrtDt:07-29-16|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-05 |
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