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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
Beverly Hills, CA • United States
2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Valencia | CA | 11/2021 | 06/2022 |
| Wells Fargo Bank, Na | Valencia | CA | 06/2018 | 06/2022 |
| Postmates | Stevenson Ranch | CA | 05/2018 | 06/2018 |
| Ross Dress For Less | Costa Mesa | CA | 12/2016 | 04/2018 |
| E&S Inspections | Newhall | CA | 10/2016 | 12/2016 |
| Fidelity Investments | Los Angeles | CA | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-21 |
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