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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-31 |
| TX | RA | APPROVED | 2025-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Goodyear | AZ | 04/2025 | 06/2025 |
| Fidelity Investments | Peoria | AZ | 04/2022 | 07/2023 |
| Fidelity Brokerage Services Llc | Phoenix | AZ | 06/2025 | Present |
| Usaa | Phoenix | AZ | 11/2017 | 03/2022 |
| United States Air Force | Washington | DC | 12/1997 | 12/2017 |
| Vanguard | Scottsdale | AZ | 10/2023 | 02/2025 |
| Rainbow Ryders | Glendale | AZ | 02/2025 | 04/2025 |
| Unemployed | Goodyear | AZ | 07/2023 | 10/2023 |
| Strategic Advisers Llc | Phoenix | AZ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-15 |
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