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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_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Isagenix | Phoenix | AZ | 01/2015 | 01/2017 |
| Jp Morgan Securities Llc | Peoria | AZ | 03/2016 | 08/2017 |
| Jpmorgan Chase Bank | Peoria | AZ | 03/2016 | 08/2017 |
| Usaa Financial Advisors, Inc | Phoenix | AZ | 08/2017 | 05/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 08/2017 | 05/2020 |
| Usaa Investment Management Company | Phoenix | AZ | 05/2019 | 05/2020 |
| Charales Schwab & Co., Inc | Phoenix | AZ | 05/2020 | 01/2021 |
| Fidelity Investments | Phoenix | AZ | 01/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-17866|OrgNmn:Wayfair|Org Addr:Boston,Massachuse,US|OBA Nature:retail discretionary home good|Invst Rel:N|Title:Tried and True Member|Duties:Participation is completely optional: I am able to choose up to 2 items per month and leave reviews|StrtDt:03-06-19|TotHrs/mon:1|TrdHrs/mon:0|OBA-109341|OrgNmn:Amazon Flex|Org Addr:Phoenix,Arizona,US|OBA Nature:retail discretionary|Invst Rel:N|Title:Independent Contractor|Duties:Pick up packages at the Amazon wearhouse and drop off the packages to their customer |StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-23 |
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