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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
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Health & Wellness | Roseville | CA | 05/2021 | 07/2021 |
| Gosite | San Diego | CA | 02/2022 | 04/2022 |
| Skyline It Services | San Diego | CA | 05/2022 | 09/2022 |
| Morgan Stanley | San Diego | CA | 10/2022 | 06/2023 |
| Fidelity Investments | San Diego | CA | 06/2023 | Present |
| Full-Time Student | San Diego | CA | 06/2013 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-29 |
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