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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California State University: Chico | Chico | CA | 08/2020 | 05/2022 |
| Yuba Community College | Marysville | CA | 08/2018 | 05/2020 |
| Ross Dress For Less | Yuba City | CA | 03/2019 | 08/2022 |
| Church Of Christ | Kansas City | MO | 06/2021 | 08/2021 |
| Marysville High School | Marysville | CA | 08/2014 | 06/2018 |
| Unemployed | Mansfield | TX | 08/2022 | 11/2022 |
| Fidelity Investments | Westlake | TX | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-04 |
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