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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| NV | RA | APPROVED | 2026-06-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redcap Construction | Riverhead | NY | 06/2025 | 08/2025 |
| University Of San Diego | San Diego | CA | 08/2015 | 06/2019 |
| Crowdstretch | Las Vegas | NV | 05/2025 | 01/2026 |
| Juniper Networks | Sunnyvale | CA | 06/2019 | 06/2025 |
| Fidelity Investments | Henderson | NV | 02/2026 | Present |
| Fidelity Brokerage Services Llc | Henderson | NV | 06/2026 | Present |
| Strategic Advisers, Llc | Henderson | NV | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-22 |
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