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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 |
Branch Locations
3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Green Valley | AZ | 02/2009 | 09/2021 |
| Wells Fargo Advisors Llc | Green Valley | AZ | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Green Valley | AZ | 11/2016 | 09/2021 |
| Kestra Investment Services, Lcc | Tucson | AZ | 09/2021 | 01/2023 |
| Kestra Private Wealth Services, Llc | Tucson | AZ | 09/2021 | 01/2023 |
| Fidelity Investments | Tucson | AZ | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-15 |
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