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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
Citrus Heights, CA • United States
2600 E Bidwell St Ste 200, Folsom, CA 95630-6449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 09/2021 | Present |
| Aston Carter | Greenwood Village | CO | 08/2021 | 09/2021 |
| Wells Fargo | Boulder | CO | 07/2021 | 07/2021 |
| California Department Of Corrections And Rehabilitation | Galt | CA | 02/2020 | 07/2021 |
| Leatherby'S Family Creamery | Elk Grove | CA | 02/2015 | 02/2020 |
| Belfor Property Restoration | Elk Grove | CA | 06/2016 | 06/2017 |
| California State University - Sacramento | Sacramento | CA | 08/2013 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-14 |
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