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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-23 |
| CA | RA | APPROVED | 2025-12-02 |
Branch Locations
21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States
Laguna Niguel, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oc Lifeguards | Dana Point | CA | 05/2019 | 09/2019 |
| Nekter Juice Bar | Laguna Niguel | CA | 10/2020 | 04/2021 |
| Laz Parking | Laguna Niguel | CA | 06/2022 | 08/2022 |
| University Of San Diego | San Diego | CA | 08/2021 | 05/2025 |
| Unemployed | Laguna Niguel | CA | 05/2021 | 08/2021 |
| Unemployed | Laguna Niguel | CA | 05/2025 | 07/2025 |
| Cfg Wealth Management | San Diego | CA | 11/2024 | 12/2024 |
| Fidelity Investments | Torrance | CA | 07/2025 | Present |
| University Of San Diego Telefunding Center | San Diego | CA | 02/2023 | 12/2023 |
| Dana Hills High School | Dana Point | CA | 08/2016 | 05/2021 |
| La Jolla Kayak | San Diego | CA | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-17 |
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