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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| CA | RA | APPROVED | 2026-01-23 |
Branch Locations
16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • United States
Carlsbad, CA • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oceanside | CA | 11/2024 | 12/2025 |
| Broniec Associates | Norcross | GA | 10/2021 | 05/2023 |
| Isoftpull | Carlsbad | CA | 03/2019 | 06/2021 |
| Adp | San Diego | CA | 02/2018 | 03/2019 |
| Isoftpull | Carlsbad | CA | 01/2016 | 02/2018 |
| Unemployed | Carlsbad | CA | 06/2021 | 10/2021 |
| Unemployed | Carlsbad | CA | 05/2023 | 11/2024 |
| California State University San Marcos | San Marcos | CA | 08/2015 | 12/2017 |
| Fidelity Investments | San Diego | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-10 |
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