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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-16 |
| TX | RA | APPROVED | 2026-05-16 |
Branch Locations
Garden Grove, 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 |
|---|---|---|---|---|
| Unemployed | Garden Grove | CA | 07/2023 | 04/2025 |
| Unemployed | Garden Grove | CA | 07/2002 | 12/2022 |
| Fidelity Investments | Mission Viejo | CA | 02/2026 | Present |
| Gongcha | Santa Ana | CA | 12/2022 | 07/2023 |
| Citibank | Huntington Beach | CA | 04/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-26 |
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