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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Sandia Park, NM • United States
5401 Watson Drive, Albuquerque, NM 87106-9704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Albuquerque | NM | 02/2017 | 06/2021 |
| Unemployed | Albuquerque | NM | 06/2016 | 02/2017 |
| Fidelity Investments | Albuquerque | NM | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-07 |
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