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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-04 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
Los Angeles, CA • United States
1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| El Greco Inc | Santa Fe Springs | CA | 12/2014 | 09/2020 |
| The Johns Hopkins University | Washington | DC | 09/2020 | 12/2023 |
| E-Central Credit Union | Pasadena | CA | 01/2022 | 04/2023 |
| California State University Northridge | Northridge | CA | 08/2014 | 05/2019 |
| Fidelity Investments | Santa Monica | CA | 09/2024 | Present |
| Unemployed | Glendale | CA | 12/2023 | 08/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-01 |
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