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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
Huntington Beach, CA • United States
6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States
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 |
|---|---|---|---|---|
| Td Ameritrade Inc. | Scottsdale | AZ | 01/2008 | 01/2021 |
| Robinhood Financial, Llc | Tempe | AZ | 03/2021 | 03/2022 |
| Unemployed | Scottsdale | AZ | 01/2021 | 03/2021 |
| Polaris Wealth Advisory Group, Llc | Scottsdale | AZ | 04/2022 | 03/2023 |
| Fidelity Investments | Woodland Hills | CA | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-109332|OrgNmn:Acro with Ashley|Org Addr:Huntington,California,US|OBA Nature:My wife teaches acrobatic danc|Invst Rel:N|Title:Partner|Duties:I occassionally move money to or from the LLC account based on her needs.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-17 |
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