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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 | 2025-03-31 |
Branch Locations
11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States
2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bocceri, Board, Higgins, And Kitz, The Penn Mutual | Sacramento | CA | 09/2013 | 06/2020 |
| Hornor Townsend & Kent Llc | Sacramento | CA | 03/2019 | 06/2020 |
| Ameriprise Financial Services, Llc | Roseville | CA | 06/2020 | 11/2020 |
| Penn Mutual Life Insurance Company | Sacramento | CA | 04/2017 | 06/2020 |
| Massmutual Life Insurance Company | Roseville | CA | 01/2021 | 09/2021 |
| Mml Investors Services, Llc | Roseville | CA | 02/2021 | 04/2021 |
| Unemployed | Sacramento | CA | 11/2020 | 01/2021 |
| Bangerter Financial | Roseville | CA | 05/2021 | 09/2021 |
| Concorde Investment Services, Llc | Livonia | MI | 05/2021 | 09/2021 |
| Bangerter Financial Services, Inc. | Roseville | CA | 06/2021 | 09/2021 |
| Fidelity Investments | Salt Lake City | UT | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-02 |
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