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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
| CA | RA | APPROVED | 2026-02-14 |
Branch Locations
1600 Newport Center Dr Ste 100, Newport Beach, CA 92660-6208 • United States
Costa Mesa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Newport Beach | CA | 01/2026 | Present |
| Unemployed | Costa Mesa | CA | 07/2025 | 01/2026 |
| Canterbury Consulting | Newport Beach | CA | 04/2025 | 07/2025 |
| California State University Fullerton | Fullerton | CA | 08/2022 | 07/2024 |
| Saddleback College | Mission Viejo | CA | 08/2020 | 08/2022 |
| Unemployed | Costa Mesa | CA | 07/2024 | 04/2025 |
| San Clemente High School | San Clemente | CA | 01/2016 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-12 |
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