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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_RES | 2025-03-31 |
Branch Locations
7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rudys Grading And Marking Inc | Vernon | CA | 03/2018 | 05/2022 |
| Home Depot Inc | Rancho Cucamonga | CA | 04/2020 | 05/2020 |
| Sunrun Inc | Rancho Cucamonga | CA | 03/2020 | 08/2020 |
| Evolution Development Group | Dallas | TX | 12/2016 | 05/2017 |
| Fenix Consulting Group | Orange | CA | 08/2016 | 12/2016 |
| Fidelity Investments | Rancho Cucamonga | CA | 06/2022 | Present |
| One Pacific Financial Solutions | Ontario | CA | 01/2022 | 04/2022 |
| Student | Riverside | CA | 04/2016 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-12 |
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