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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Albuquerque, NM • United States
2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albuquerque | NM | 11/2021 | 03/2024 |
| Charter Title & Escrow | Omaha | NE | 09/2021 | 10/2021 |
| Allo Communications | Lincoln | NE | 05/2019 | 09/2021 |
| Gallup Organization | Lincoln | NE | 10/2013 | 08/2019 |
| University Of Nebraska- Lincoln | Lincoln | NE | 08/2016 | 05/2021 |
| Proteus Inc | Lincoln | NE | 05/2018 | 10/2018 |
| Foundation For Educational Services Inc | Lincoln | NE | 08/2017 | 02/2018 |
| Ruffalo Noel Levitz | Lincoln | NE | 03/2018 | 12/2018 |
| Fidelity Investments | Albuquerque | NM | 03/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-107668|OrgNmn:Self Employed|Org Addr:Los Lunas,New Mexico,US|OBA Nature:Mechanic|Invst Rel:N|Title:Mechanic|Duties:NA|StrtDt:03-23-24|TotHrs/mon:50|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-26 |
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