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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
7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber | Los Angeles | CA | 08/2014 | 11/2017 |
| Lyft | Los Angeles | CA | 08/2014 | 11/2017 |
| Tjr Holdings Llc | Garden City | NY | 12/2014 | 10/2017 |
| Axa Advisors, Llc | New York | NY | 10/2017 | 04/2018 |
| Planmember Securities Corporation | Carpinteria | CA | 04/2020 | 04/2021 |
| Brancov Financial Services | Downey | CA | 04/2020 | 04/2021 |
| Reder & Feig Llp | Los Angeles | CA | 10/2018 | 04/2021 |
| Neilson Financial Services | Los Angeles | CA | 04/2018 | 08/2018 |
| Lyft | Los Angeles | CA | 04/2018 | 12/2018 |
| Fidelity Investments | Los Angeles | CA | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-112454|OrgNmn:Phabulous Care Family LLC|Org Addr:Azusa,California,US|OBA Nature:This business is to hold the o|Invst Rel:N|Title:Owner|Duties:My role is limited to monitoring the applications buildout by developer until completion|StrtDt:08-26-24|TotHrs/mon:5|TrdHrs/mon:0|OBA-112633|OrgNmn:Unifying Visions Solutions|Org Addr:Sacramento,California,US|OBA Nature:This business is a multi-verti|Invst Rel:N|Title:Independent Contractor|Duties:In addition to vehicle rental operations via the Turo platform, the business provides technology consulting services to small and medium-sized|StrtDt:08-31-24|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-10 |
| S66 | Uniform Combined State Law Examination | 2018-03-05 |
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