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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED | 2025-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers & Merchants Bank Of Long Beach | Orange | CA | 05/2021 | 05/2022 |
| Unemployed | Na | CA | 03/2020 | 05/2021 |
| University Of California Santa Cruz | Santa Cruz | CA | 09/2015 | 03/2020 |
| Thrivent Investment Management Inc | Minneapolis | MN | 12/2021 | 02/2023 |
| Fidelity Investments | Brea | CA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-12 |
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