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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dlt Wealth Advisory Services | Sacramento | CA | 03/2009 | 12/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2016 | 11/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2016 | 11/2017 |
| Pruco Securities Llc | Roseville | CA | 10/2019 | 12/2021 |
| The Prudential Insurance Company Of America | Roseville | CA | 04/2020 | 12/2021 |
| Fidelity Investments | Westlake | TX | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127985|OrgNmn:Sacramento Area Black Caucus|Org Addr:Sacramento,California,US|OBA Nature:Community organizer|Invst Rel:N|Title:Treasurer|Duties:Treasurer monitor bank accounts, help dissolution.|StrtDt:03-31-26|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-22 |
| S66 | Uniform Combined State Law Examination | 2020-03-09 |
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