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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
Branch Locations
16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwestern Community College | San Diego | CA | 08/2021 | 02/2022 |
| Rockin Baja Lobster | San Diego | CA | 05/2021 | 08/2021 |
| Pace University | New York | NY | 09/2023 | 04/2024 |
| Fidelity Investments | San Diego | CA | 07/2025 | Present |
| Lou & Mickeys | San Diego | CA | 05/2024 | 08/2024 |
| St Augustine High School | San Diego | CA | 08/2015 | 06/2019 |
| Brigantine | San Diego | CA | 06/2020 | 04/2021 |
| Lou & Mickeys | San Diego | CA | 02/2022 | 08/2023 |
| Breakaway Wealth Management | Hoboken | NJ | 10/2024 | 06/2025 |
| Pace Universiy | New York | NY | 09/2024 | 05/2025 |
| San Francisco State University | San Francisco | CA | 08/2019 | 12/2019 |
| Southwestern Community College | San Diego | CA | 02/2020 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
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