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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_RES | 2025-03-31 |
Branch Locations
Los Angeles, CA • United States
2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Glendale | CA | 09/2018 | 04/2022 |
| Nylife Securities Llc | Glendale | CA | 02/2019 | 04/2022 |
| The Hartford Gold Group | Los Angeles | CA | 10/2017 | 06/2018 |
| Unemployed | Los Angeles | CA | 06/2016 | 10/2017 |
| Rrl | Malibu | CA | 10/2016 | 10/2017 |
| Unemployed | Los Angeles | CA | 01/2016 | 10/2016 |
| Monarch Grove Wealth Strategies & Insurance Solutions | Los Angeles | CA | 03/2021 | 04/2022 |
| Eagle Strategies Llc | Los Angeles | CA | 07/2021 | 04/2022 |
| Fidelity Investments | Los Angeles | CA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-114724|OrgNmn:1st Phorm Legionnaire|Org Addr:Pacific Pa,California,US|OBA Nature:health supplement company|Invst Rel:N|Title:Legionnaire|Duties:none|StrtDt:11-26-24|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-114728|OrgNmn:YONEX USA|Org Addr:Los Angele,California,US|OBA Nature:This is a tennis a racquet spo|Invst Rel:N|Title:Brand Ambassador|Duties:none|StrtDt:11-22-24|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-104633|OrgNmn:PINE LAKE INVESTMENTS LLC|Org Addr:OKEMOS,Michigan,US|OBA Nature:REAL ESTATE INVESTMENT HOLDING|Invst Rel:Y|Title:MANAGING MEMBER|Duties:PURCHASING REAL ESTATE PROPERTY|StrtDt:10-05-23|TotHrs/mon:5|TrdHrs/mon:0|OBA-102471|OrgNmn:Black Bass Holdings|Org Addr:Sheridan,Wyoming,US|OBA Nature:Real Estate Investing|Invst Rel:Y|Title:sole member|Duties:provide capital for investment into real estate assets|StrtDt:10-02-23|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-17 |
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