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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States
Thousand Oaks, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ventura County Fire Department | Camarillo | CA | 06/2018 | 03/2022 |
| Roux Electric | Thousand Oaks | CA | 03/2016 | 06/2018 |
| Unemployed | Thousand Oaks | CA | 03/2022 | 05/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2022 | 11/2023 |
| Northwestern Mutual Investment Services Llc | Westlake Vlg | CA | 05/2022 | 11/2023 |
| Tamar Securities, Llc | Woodland Hills | CA | 01/2023 | 09/2024 |
| Fidelity Investments | Thousand Oaks | CA | 10/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-113851|OrgNmn:O'Shaughnessy Academy of Irish Dance|Org Addr:Thousand O,California,US|OBA Nature:Competitive Irish Dance School|Invst Rel:N|Title:I dont hold a title|Duties:I assist with tax filings for my wife who is the sole proprietor. I help with scheduling flights, booking hotels, etc.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-27 |
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