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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
7565 West Bell Road, Peoria, AZ 85382-3829 • United States
Surprise, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Beverly Hills | CA | 07/2016 | 10/2021 |
| Fidelity Investments | Los Angeles | CA | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131546|OrgNmn:GC Cubed LLC|Org Addr:Surprise,Arizona,US|OBA Nature:Short term rental|Invst Rel:Y|Title:Partner|Duties:Silent partner, behind my husband, property manager, etc. General management of property management.|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-63863|OrgNmn:Sweet But Fearless|Org Addr:Seattle,Washington,US|OBA Nature:Education and mentorship of wo|Invst Rel:N|Title:Partner|Duties:Strategy, occasional podcast, heloing with website, training|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-04 |
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