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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Luis Obispo | CA | 09/2020 | 06/2021 |
| City Of Lomita | Lomita | CA | 06/2016 | 08/2019 |
| Crowe Llc | Costa Mesa | CA | 08/2023 | 02/2025 |
| Fidelity Investments | El Segundo | CA | 03/2025 | Present |
| Crowe Llp | Woodland Hills | CA | 06/2022 | 08/2022 |
| Doordash | Los Angeles | CA | 06/2020 | 07/2020 |
| Unemployed | San Luis Obispo | CA | 08/2019 | 06/2020 |
| Rolling Hills Country Day School | Rolling Hills | CA | 06/2021 | 08/2021 |
| Unemployed | San Luis Obispo | CA | 06/2023 | 08/2023 |
| Cal Poly Associated Students Inc. | San Luis Obispo | CA | 09/2021 | 06/2023 |
| Archiveit | Torrance | CA | 06/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-11 |
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