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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-14 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • United States
Irvine, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onpointe Wealth Management Of Wells Fargo Advisors | Newport Beach | CA | 05/2023 | 08/2023 |
| Defunct | Fountain Valley | CA | 06/2019 | 08/2019 |
| Unemployed | Huntington Beach | CA | 01/2024 | 02/2024 |
| Gonzaga University | Spokane | WA | 08/2019 | 12/2023 |
| Edison High School / Sowers Middle School | Huntington Beach | CA | 08/2012 | 05/2019 |
| Fidelity Investments | Seal Beach | CA | 03/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-18 |
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