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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-15 |
| CA | RA | APPROVED | 2025-05-08 |
Branch Locations
Santa Barbara, CA • United States
3793 State Street, Santa Barbara, CA 93105-3116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Luis Obispo | CA | 06/2022 | 09/2022 |
| Cal Poly Slo | San Luis Obispo | CA | 09/2021 | 06/2022 |
| St Joseph Hs | Santa Maria | CA | 08/2016 | 06/2017 |
| Unemployed | Santa Maria | CA | 06/2019 | 08/2019 |
| Pinto Brothers Inc | Philadelphia | PA | 07/2023 | 08/2023 |
| St Joseph Hs | Santa Maria | CA | 08/2018 | 06/2019 |
| California Polytechnic San Luis Obispo | San Luis Obispo | CA | 08/2023 | 03/2024 |
| Unemployed | San Luis Obispo | CA | 03/2024 | 08/2024 |
| Fidelity Investments | Santa Barbara | CA | 11/2024 | Present |
| Cal Poly Slo | San Luis Obispo | CA | 09/2019 | 06/2020 |
| Unemployed | San Luis Obispo | CA | 06/2021 | 09/2021 |
| Unemployed | San Luis Obispo | CA | 06/2020 | 09/2020 |
| Unemployed | Santa Maria | CA | 06/2017 | 08/2017 |
| California Polytechnic State University San Luis Obispo | San Luis Obispo | CA | 09/2022 | 06/2023 |
| Red Diamond Cooling Inc | Guadalupe | CA | 08/2024 | 10/2024 |
| Cal Poly Slo | San Luis Obispo | CA | 09/2020 | 06/2021 |
| Unemployed | Santa Maria | CA | 06/2018 | 08/2018 |
| St Joseph Hs | Santa Maria | CA | 08/2017 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-05 |
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