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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
815 E Birch St, Brea, CA 92821-5765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Phoenix | AZ | 08/2009 | 12/2016 |
| Chapman University | Orange | CA | 09/2016 | 07/2017 |
| Target Corporation | Garden Grove | CA | 06/2018 | 01/2019 |
| Celtic Commercial Finance | Irvine | CA | 01/2019 | 07/2019 |
| Full-Time Education | Orange | CA | 08/2017 | 05/2018 |
| Fidelity Brokerage Services Llc | Brea | CA | 07/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-21 |
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