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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
111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States
Moorpark, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Ranch Body Craft | Thousand Oaks | CA | 07/2021 | 09/2021 |
| Geico | Poway | CA | 09/2015 | 10/2019 |
| Unemployed | Simi Valley | CA | 11/2019 | 06/2021 |
| J.P. Morgan Securities Llc | Simi Valley | CA | 10/2021 | 02/2023 |
| Jpm Chase Bank Na | Simi Valley | CA | 10/2021 | 02/2023 |
| Fidelity Investments | Thousand Oaks | CA | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-14 |
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