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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
Branch Locations
5520 Kietzke Ln Suite 100, Reno, NV 89511-3040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegiance Financial Group | Woodland Hills | CA | 07/2015 | 07/2017 |
| National Planing Corporation | Woodland Hills | CA | 03/2016 | 07/2017 |
| Ameriprise Financial Services, Inc. | Calabasas | CA | 07/2017 | 04/2018 |
| Unemployed | Los Angeles | CA | 04/2018 | 07/2018 |
| Lpl Financial Llc | Denver | CO | 01/2018 | 05/2021 |
| Charles Schwab & Co., Inc. | Reno | NV | 05/2021 | 01/2024 |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 05/2021 | 10/2023 |
| Adam Goldstein & Associate ( Cfp) | Calabasaas | CA | 07/2017 | 01/2018 |
| Npc Dba Allegiance Group | Woodland Hills | CA | 04/2016 | 07/2017 |
| Charles Schwab Bank, Ssb | Reno | NV | 10/2023 | 01/2024 |
| Fidelity Investments | Reno | NV | 02/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-26 |
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