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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-12 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States
Livermore, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Mountain View | CA | 04/2024 | Present |
| Summit Financial Group | San Ramon | CA | 02/2022 | 04/2024 |
| Summit Financial Group | San Ramon | CA | 10/2021 | 02/2022 |
| San Francisco State University | San Francisco | CA | 08/2017 | 05/2018 |
| Vituity/Medamerica | Emeryville | CA | 05/2018 | 10/2021 |
| Raymond James Financial Services, Inc. | San Ramon | CA | 05/2023 | 04/2024 |
| Granada High School | Livermore | CA | 09/2021 | Present |
| Robert Ponce Attorney At Law | Monterey | CA | 06/2016 | 08/2017 |
| California State University, Monterey Bay | Seaside | CA | 08/2013 | 05/2017 |
| Securian Financial Services | Saint Paul | MN | 10/2021 | 05/2023 |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 05/2023 | 04/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-121445|OrgNmn:BeyondTalent Training |Org Addr:Livermore,California,US|OBA Nature:Basketball Trainer |Invst Rel:N|Title:Basketball Trainer |Duties:I provide basketball training to basketball players ranging from 6th grade through college. I work outside of normal business hours typically |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-03 |
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