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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pure Financial Advisors, Inc | San Diego | CA | 03/2016 | 03/2017 |
| Sagepoint Financial | Phoenix | AZ | 05/2017 | 03/2021 |
| Fidelity Investments | Salt Lake City | UT | 03/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-115398|OrgNmn:Building Block Racers|Org Addr:Mesa,Arizona,US|OBA Nature:Children & Adult Event and Ent|Invst Rel:N|Title:Event Director|Duties:Serve as Event Director and assist on coordinating renting of equipment for parties, club, school or charity events|StrtDt:01-15-25|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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