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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Rancho Palos Verdes, CA • United States
21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc | Anaheim | CA | 05/2016 | 08/2017 |
| Guardian Life Insurance Company | Newport Beach | CA | 08/2017 | 06/2018 |
| Park Avenue Securities | Newport Beach | CA | 09/2017 | 06/2018 |
| Transamerica Financial Advisors, Inc | Torrance | CA | 10/2018 | 06/2019 |
| World Financial Group, Inc. | Torrance | CA | 03/2017 | 06/2019 |
| C-Level Roundtable | Rancho Palos Verdes | CA | 09/2015 | 08/2017 |
| Pacific Advisors | Newport Beach | CA | 08/2017 | 08/2018 |
| Starrock Business Financing | Rancho Palos Verdes | CA | 10/2017 | 06/2019 |
| Fidelity Brokerage Services Llc | Torrance | CA | 06/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-05 |
| S65 | Uniform Investment Adviser Law Examination | 2012-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-21 |
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