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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-18 |
| CA | RA | APPROVED | 2025-04-11 |
Branch Locations
2600 E Bidwell St Ste 200, Folsom, CA 95630-6449 • United States
Elk Grove, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Folsom | CA | 01/2025 | Present |
| Pleasant Grove High | Elk Grove | CA | 08/2017 | 06/2020 |
| Acura | Elk Grove | CA | 07/2022 | 01/2023 |
| Hyatt Centric | Sacramento | CA | 08/2023 | 01/2025 |
| Walmart | Galt | CA | 06/2020 | 07/2022 |
| Albiani Middle School | Elk Grove | CA | 01/2015 | 08/2017 |
| Texas Roadhouse | Elk Grove | CA | 01/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-19 |
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