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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
21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Torrance | CA | 09/2016 | 03/2022 |
| Swarovski Ag | Torrance | CA | 08/2014 | 10/2016 |
| Fidelity Investments | Torrance | CA | 04/2022 | Present |
| California State University Long Beach | Torrance | CA | 06/2015 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-109382|OrgNmn:ROI Rentals LLC |Org Addr:Torrance,California,US|OBA Nature:LLC Partenrship Owns and rents|Invst Rel:Y|Title:Partner/Member |Duties:managing payments of utilities and fees assoicate with the properties |StrtDt:05-13-24|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-31 |
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