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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| CA | RA | APPROVED | 2026-01-31 |
Branch Locations
Mission Viejo, CA • United States
27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pf Chang'S | Mission Viejo | CA | 06/2022 | 08/2022 |
| Southern Utah University | Cedar City | UT | 09/2022 | 12/2023 |
| Baymont Inn | Cedar City | UT | 01/2022 | 04/2022 |
| Fidelity Investments | Mission Viejo | CA | 06/2024 | 08/2024 |
| Capo Valley High | Mission Viejo | CA | 08/2017 | 08/2021 |
| Fidelity Investments | Mission Viejo | CA | 06/2025 | Present |
| Suu | Cedar City | UT | 08/2021 | 05/2025 |
| Newhart Middle School | Mission Viejo | CA | 08/2014 | 08/2017 |
| Codan Us | Santa Ana | CA | 06/2018 | 08/2018 |
| Second East | Cedar City | CA | 01/2024 | 04/2025 |
| Farmers Insurance | Irvine | CA | 12/2022 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
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