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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
7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | San Diego | CA | 05/2022 | Present |
| American Campus Communities | Portland | OR | 09/2021 | 03/2022 |
| Wells Fargo | Portland | OR | 02/2021 | 05/2021 |
| H&M Hennes & Mauritz | Santa Barbara | CA | 06/2021 | 08/2021 |
| Starbucks | San Diego | CA | 01/2019 | 02/2021 |
| Manna Developement Group | San Diego | CA | 04/2018 | 05/2019 |
| Albertsons | Banning | CA | 03/2017 | 01/2018 |
| Unemployed | Beaumont | CA | 05/2012 | 03/2017 |
| Unemployed | San Diego | CA | 01/2019 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-27 |
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