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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stater Bros. Market | Carlsbad | CA | 07/2020 | 03/2021 |
| California State University Of San Marcos | San Marcos | CA | 08/2020 | 05/2024 |
| High School Student | San Marcos | CA | 08/2016 | 07/2020 |
| Westmont Of Encinitas | Encinitas | CA | 09/2021 | 10/2022 |
| Sprouts Farmers Market | Encinitas | CA | 01/2023 | 06/2024 |
| Boys & Girls Clubs Of Carlsbad | Carlsbad | CA | 06/2022 | 07/2024 |
| Fidelity Investments | San Diego | CA | 08/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-20 |
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