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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spruce Farm And Fish | Boulder | CO | 05/2021 | 10/2021 |
| The Glen At Scripps Ranch | San Diego | CA | 04/2020 | 01/2021 |
| Pulsar Entertainment | San Francisco | CA | 07/2019 | 07/2019 |
| Tio Leo's Cantina | Poway | CA | 02/2018 | 08/2018 |
| The Hamburger Factory | Poway | CA | 05/2017 | 11/2017 |
| Scripps Ranch High School | San Diego | CA | 09/2014 | 06/2018 |
| University Of Colorado, Boulder | Boulder | CO | 08/2018 | 05/2022 |
| Fidelity Investments | Denver | CO | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
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