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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 |
|---|---|---|---|---|
| St. Andrews University | Laurinburg | NC | 08/2017 | 03/2020 |
| Stearns Product Development Dba Proluxe | Perris | CA | 06/2020 | 02/2022 |
| La Fitness | Menifee | CA | 10/2021 | 05/2022 |
| St. Andrews University | Laurinburg | NC | 08/2016 | 03/2020 |
| Fidelity Investments | Henderson | NV | 05/2022 | Present |
| Unemployed | Menifee | CA | 03/2020 | 06/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-27 |
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