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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-14 |
| CA | RA | APPROVED | 2025-06-04 |
Branch Locations
Citrus Heights, CA • United States
2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Army - Reserves | Concord | CA | 05/2014 | 05/2022 |
| Fidelity Investments | Sacramento | CA | 11/2024 | Present |
| King Cong Brewing Co. | Sacramento | CA | 05/2023 | 11/2024 |
| Duran Strategic Marketing | Citrus Heights | CA | 04/2022 | 12/2022 |
| Markstein Beverage Of Sacramento | Sacramento | CA | 04/2020 | 04/2023 |
| Fitness Md | Roseville | CA | 12/2015 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-01 |
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