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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Gardena | CA | 11/2015 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gardena | CA | 04/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gardena | CA | 01/2017 | 01/2018 |
| Bank Of America, N.A. | Gardena | CA | 01/2017 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Chino Hills | CA | 07/2018 | 12/2021 |
| J.P. Morgan Securities Llc | Chino Hills | CA | 07/2018 | 12/2021 |
| Unemployed | Norwalk | CA | 12/2016 | 12/2016 |
| Pet And Tree | Pomona | CA | 06/2018 | Present |
| Fidelity Investments | Pomona | CA | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-17 |
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