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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-05 |
| CA | RA | APPROVED | 2025-06-10 |
Branch Locations
8 Montgomery St, San Francisco, CA 94104-4625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 09/2022 | 04/2025 |
| The Hartford | Scottsdale | AZ | 03/2018 | 09/2022 |
| Home Depot | Tempe | AZ | 10/2017 | 03/2018 |
| Michigan Medicine | Ann Arbor | MI | 10/2015 | 09/2017 |
| Washtenaw Community College | Ann Arbor | MI | 08/2013 | 08/2017 |
| Grand Canyon University | Phoenix | AZ | 06/2017 | 10/2019 |
| Grand Canyon University | Phoenix | AZ | 05/2021 | 03/2023 |
| Express Scripts Pharmacy | Tempe | AZ | 10/2017 | 10/2017 |
| Bank Of America, N.A. | Chandler | AZ | 06/2024 | 04/2025 |
| Fidelity Investments | San Francisco | CA | 04/2025 | Present |
| Terra Staffing | Everett | WA | 08/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-31 |
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