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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
7565 West Bell Road, Peoria, AZ 85382-3829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Phoenix | AZ | 11/2015 | 06/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 11/2015 | 07/2020 |
| Usaa Investment Service Company | Phoenix | AZ | 01/2018 | 07/2020 |
| Fidelity Investments | Glendale | AZ | 08/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-26 |
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