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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2023 | 11/2023 |
| Prosperity Home Mortgage | Scottsdale | AZ | 11/2022 | 01/2023 |
| Handshake Home Loans | Scotttsdale | AZ | 08/2022 | 11/2022 |
| The Valley Lending | Scottsdale | AZ | 03/2022 | 08/2022 |
| Sunnyhill Financial | San Francisco | CA | 08/2021 | 03/2022 |
| Handshake Home Loans | Scottsdale | AZ | 07/2020 | 08/2021 |
| Jfq Lending | Scottsdale | AZ | 12/2018 | 07/2020 |
| Quicken Loans | Phoenix | AZ | 10/2017 | 12/2018 |
| Paramount Equity Mortgage | Scottsdale | AZ | 07/2017 | 10/2017 |
| Ethos Lending | Chandler | AZ | 05/2017 | 07/2017 |
| Forthright Funding | Scottsdale | AZ | 10/2015 | 05/2017 |
| Core Planning | St. Louis | MO | 11/2023 | 05/2024 |
| Sunnyhill Financial | San Francisco | CA | 12/2023 | 05/2024 |
| Arnold Insurance | Cape Girardeau | MO | 10/2023 | 05/2024 |
| Fidelity Investments | Phoenix | AZ | 05/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-26 |
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