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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-04 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
Newport Beach, CA • United States
2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Newport Beach | CA | 11/2024 | Present |
| Mercer Advisors | Santa Barbara | CA | 06/2024 | 11/2024 |
| Hotel Californian, Blackbird | Santa Barbara | CA | 06/2022 | 06/2024 |
| University Of California, Santa Barbara | Santa Barbara | CA | 09/2020 | 06/2024 |
| Genki Prado | Sandy Springs | CA | 05/2020 | 07/2020 |
| Unemployed | Dunwoody | GA | 07/2020 | 09/2020 |
| Cowart Family Ymca | Dunwoody | GA | 05/2021 | 06/2021 |
| Westminster Schools | Atlanta | GA | 05/2014 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-25 |
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