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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-19 |
Branch Locations
Scottsdale, AZ • United States
7565 West Bell Road, Peoria, AZ 85382-3829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Arizona | Tucson | AZ | 08/2017 | 05/2021 |
| Catalina Foothills High School | Tucson | AZ | 08/2013 | 05/2017 |
| Fidelity Brokerage Services Llc | Peoria | AZ | 04/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2021 | 10/2022 |
| Gadarian & Cacy, P.L.L.C. | Tucson | AZ | 05/2017 | 12/2017 |
| Morgan Stanley | Tempe | AZ | 01/2023 | 05/2023 |
| We Make Footballers | London | NL | 06/2019 | 08/2019 |
| University Of Arizona Bio5 Institute | Tucson | AZ | 08/2018 | 01/2019 |
| Rr Donnelley | Phoenix | AZ | 07/2023 | 04/2026 |
| Presidio Wealth Management | Tucson | AZ | 08/2019 | 05/2020 |
| Morgan Stanley | Gilbert Us | AZ | 10/2022 | 01/2023 |
| Unemployed | Scottsdale | AZ | 05/2023 | 07/2023 |
| Fidelity Investments | Peoria | AZ | 04/2026 | Present |
| Strategic Advisers Llc | Peoria | AZ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-12 |
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