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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| CA | RA | APPROVED | 2025-10-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Stratico Llc | Sacramento | CA | 04/2022 | 10/2022 |
| Bankers Life | Roseville | CA | 08/2022 | 11/2022 |
| Self Employed - Professional Stock Trader | Sacramento | CA | 01/2008 | 02/2023 |
| Jumpstart Cpu | Sacramento | CA | 01/2012 | 12/2021 |
| Bankers Life Advisory Services, Inc | Roseville | CA | 06/2023 | 06/2025 |
| Bankers Life & Casualty, Inc | Roseville | CA | 04/2023 | 06/2025 |
| Bankers Life Securities, Inc | Roseville | CA | 06/2023 | 06/2025 |
| Fidelity Investments | Sacramento | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 2023-01-30 |
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