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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_RES | 2025-03-31 |
Branch Locations
Culver City, CA • United States
2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • 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 |
|---|---|---|---|---|
| Waddell And Reed, Inc. | San Mateo | CA | 08/2010 | 05/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | San Francisco | CA | 04/2011 | 05/2017 |
| Peninsula Sequoia Bni | San Mateo | CA | 10/2013 | 05/2017 |
| Td Ameritrade | San Mateo | CA | 05/2017 | 10/2020 |
| Fidelity Investments | Los Angeles | CA | 10/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-04 |
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