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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| CA | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Santa Clarita | CA | 01/2025 | 10/2025 |
| Fidelity Investments | Sacramento | CA | 03/2026 | Present |
| Jpmorgan Chase | Century City | CA | 09/2016 | 01/2025 |
| Unemployed | Santa Clarita | CA | 08/2016 | 09/2016 |
| Kairos Investment Management Company | Irvine | CA | 10/2025 | 01/2026 |
| Unemployed | Santa Clarita | CA | 01/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-03 |
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