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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-22 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sacramento | CA | 10/2022 | 04/2024 |
| The Golden 1 Credit Union | Sacramento | CA | 10/2022 | 04/2024 |
| Financial Basic$ Llc | Sacramento | CA | 02/2020 | 10/2022 |
| World Financial Group | Sacramento | CA | 06/2021 | 09/2022 |
| Fedex Ground | Roseville | CA | 05/2022 | 09/2022 |
| Galster Real Estate Group | Citrus Heights | CA | 01/2021 | 06/2022 |
| Ca Dept. Of Fish & Wildlife | Sacramento | CA | 05/2020 | 03/2022 |
| Primerica | Sacramento | CA | 05/2021 | 06/2021 |
| Newvision Realty Group | Roseville | CA | 01/2020 | 12/2020 |
| Corvel Corporation | Folsom | CA | 10/2017 | 05/2020 |
| Keller Williams- Folsom | Folsom | CA | 05/2019 | 01/2020 |
| Sedgwick Claims Management | Rancho Cordova | CA | 08/2016 | 10/2017 |
| Fidelity Investments | Westlake | TX | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-30 |
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