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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-18 |
Branch Locations
11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sizzler'S | Murrieta | CA | 11/2019 | 06/2020 |
| Riverside City Coll | Riverside | CA | 08/2020 | 05/2023 |
| San Diego State Uni | San Diego | CA | 08/2023 | 07/2025 |
| Carmax | Murrieta | CA | 10/2021 | 02/2023 |
| Unemployed | Menifee | CA | 06/2020 | 12/2020 |
| West Pak Avocado | Murrieta | CA | 04/2020 | 05/2020 |
| 1800Gotjunk | Murrieta | CA | 12/2020 | 08/2021 |
| Riverside City Coll | Riverside | CA | 08/2020 | 06/2023 |
| Fidelity Investments | San Diego | CA | 07/2025 | Present |
| Funded Trading Plus, Ltd | Remote/Menifee | CA | 02/2023 | 05/2023 |
| Topstep, Llc | Chicago | IL | 01/2024 | 09/2024 |
| K-12 | Murrieta | CA | 08/2008 | 06/2020 |
| San Diego State Uni | San Diego | CA | 05/2023 | 01/2024 |
| Crestview Capital Management | Los Angeles | CA | 06/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-14 |
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