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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-06 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
1261 Roseville Parkway, Roseville, CA 95678-9998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossroads Veterinary Clinic | Anderson | CA | 09/2022 | 07/2023 |
| Redding'S Ultimate Pizza | Redding | CA | 10/2020 | 08/2022 |
| Starbucks | Wilmington | NC | 04/2018 | 08/2018 |
| Dutch Bros. | Redding | CA | 09/2018 | 10/2020 |
| Gold Hills Golf Course | Redding | CA | 06/2017 | 08/2017 |
| Fidelity Investments | Roseville | CA | 08/2024 | Present |
| Gold Hills Golf Course | Redding | CA | 06/2018 | 08/2018 |
| Redding'S Ultimate Pizza | Redding | CA | 08/2023 | 07/2024 |
| Unemployed | Redding | CA | 04/2014 | 06/2017 |
| Unemployed | Redding | CA | 07/2017 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-12 |
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