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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
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 |
|---|---|---|---|---|
| Davinci Las Vegas | Henderson | NV | 02/2014 | 05/2018 |
| Unemployed | Henderson | NV | 05/2018 | 02/2019 |
| Western Southern Life | Las Vegas | NV | 02/2019 | 01/2020 |
| W&S Brokerage Services | Cincinnati | OH | 08/2019 | 01/2020 |
| Usaa Financial Advisors, Inc. | Phoenix | AZ | 01/2020 | 05/2020 |
| Aerotek | Phoenix | AZ | 01/2020 | 05/2020 |
| Fidelity Investments | Salt Lake City | UT | 09/2021 | Present |
| Unemployed | Henderson | NV | 05/2020 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-08 |
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