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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • United States
Keller, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jersey Mikes | Santa Clarita | CA | 01/2016 | 12/2018 |
| Cosgrove Fast Systems | Newhall | CA | 03/2017 | 04/2017 |
| College Of The Canyons | Santa Clarita | CA | 12/2018 | 07/2019 |
| California State University, Northridge | Northridge | CA | 08/2019 | 05/2020 |
| Kayne Anderson Rudnick | Century City | CA | 06/2019 | 07/2019 |
| Unemployed | Yuba City | CA | 05/2020 | 12/2020 |
| Enerprise Rent A Car | Yuba City | CA | 12/2020 | 02/2021 |
| Watts Water Technologies | Woodland | CA | 02/2021 | 11/2021 |
| Unemployed | Yuba City | CA | 11/2021 | 03/2022 |
| Fidelity Investments | Westlake | TX | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-11 |
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