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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| CA | RA | APPROVED | 2025-09-12 |
Branch Locations
3793 State Street, Santa Barbara, CA 93105-3116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California State University Channel Island | Camarillo | CA | 08/2018 | 12/2020 |
| Allied Universal | Oxnard | CA | 08/2019 | 12/2019 |
| Oxnard College | Oxnard | CA | 06/2016 | 05/2018 |
| Precision Auto Motive | Oxnard | CA | 01/2020 | 03/2020 |
| Unemployed | Oxnard | CA | 04/2020 | 12/2021 |
| Centaurus Financial, Inc. | Anaheim | CA | 12/2021 | 08/2025 |
| Noahs New York Bagels | Ventura | CA | 01/2018 | 10/2018 |
| Fidelity Investments | Santa Barbara | CA | 08/2025 | Present |
| California Wealth Advisors | Santa Barbara | CA | 12/2021 | 08/2025 |
| California State University Channel Island | Camarillo | CA | 11/2018 | 07/2019 |
| California Lutheran University | Thousand Oaks | CA | 03/2021 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-06 |
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