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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2009 Park Place, El Segundo, CA 90245-4754 • United States
200 Pinecrest Drive, Orange, OH 44122-4207 • United States
Chagrin Falls, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mathnasium | Chatsworth | CA | 11/2022 | 08/2023 |
| Unemployed | Canyon Country | CA | 04/2021 | 11/2021 |
| Unemployed | Playa Del Rey | CA | 04/2024 | 07/2024 |
| Unemployed | Playa Del Rey | CA | 08/2023 | 04/2024 |
| Fidelity Investments | El Segundo | CA | 08/2024 | Present |
| Lockheed Martin | Palmdale | CA | 03/2020 | 04/2021 |
| Unemployed | Canyon Country | CA | 12/2019 | 03/2020 |
| United States Air Force | Cannon Afb | NM | 11/2013 | 12/2019 |
| Uber Eats | Playa Del Rey | CA | 04/2024 | 04/2024 |
| College Of The Canyons | Valencia | CA | 11/2021 | 06/2022 |
| Unemployed | Northridge | CA | 06/2022 | 11/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-04 |
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