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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
2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Sacramento | CA | 04/2022 | Present |
| Gary D Nelson And Associates Inc. | Sonoma | CA | 06/2021 | 04/2022 |
| A & D Farms, Inc. | Galt | CA | 07/2021 | 09/2021 |
| Cardinal Newman High School | Santa Rosa | CA | 08/2014 | 06/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-08 |
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