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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-06 |
Branch Locations
Ladera Ranch, CA • United States
2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tesoro Highschool | Las Flores | CA | 07/2016 | 06/2020 |
| Saddleback Community College | Mission Viejo | CA | 07/2020 | 07/2022 |
| Boise State University | Boise | ID | 08/2022 | 12/2023 |
| Casa Ranchero | Ladera Ranch | CA | 01/2018 | 04/2020 |
| Marsh Mclennan Agency | Aliso Viejo | CA | 01/2024 | 01/2026 |
| Fidelity Investments | Irvine | CA | 01/2026 | Present |
| California Motors Direct | Santa Ana | CA | 10/2019 | 01/2020 |
OBA-130853|OrgNmn:AR Bartending|Org Addr:Ladera Ran,California,US|OBA Nature:Bartending for parties in our |Invst Rel:N|Title:Sole Proprietor|Duties:The business is working with a host of a party to assist with bartending and servicing the party including cleaning, dishes, and prepping the |StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|OBA-126970|OrgNmn:Local Handyman |Org Addr:Ladera Ran,California,US|OBA Nature:I do local handyman work in my|Invst Rel:N|Title:Sole Proprietor|Duties:to assist neighbors with tasks that they are unable to complete themselves. It's community facebook page that they will reach out on mainly. |StrtDt:03-31-22|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
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