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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Las Vegas | NV | 01/2018 | 07/2018 |
| Unemployed | Henderson | NV | 08/2016 | 12/2016 |
| Aflac | Las Vegas | NV | 12/2016 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Las Vegas | NV | 07/2018 | Present |
| Fidelity Investments | Westlake, | TX | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-16 |
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