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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Irvine | CA | 10/2022 | Present |
| Ucla | Los Angeles | CA | 10/2017 | 06/2018 |
| Ucla | Los Angeles | CA | 09/2018 | 05/2020 |
| Cinnabar Produce | San Juan Capistrano | CA | 07/2018 | 08/2018 |
| Cinnabar Produce | San Juan Capistrano | CA | 06/2020 | 07/2020 |
| Justice | Mission Viejo | CA | 03/2016 | 12/2016 |
| Ruby's Diner | San Juan Capistrano | CA | 05/2017 | 10/2017 |
| Rye Electric Inc. | Rancho Santa Margarita | CA | 12/2020 | 01/2021 |
| Rye Electric Inc. | Rancho Santa Margarita | CA | 01/2021 | 05/2021 |
| Rye Electric Inc. | Rancho Santa Margarita | CA | 06/2021 | 09/2021 |
| Full-Time Education | San Juan Capistrano | CA | 01/2017 | 04/2017 |
| Ucla | Los Angeles | CA | 08/2020 | 12/2020 |
| Rye Electric Inc. | Rancho Santa Margarita | CA | 10/2021 | 04/2022 |
| Unemployed | Newport Beach | CA | 05/2022 | 09/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-08 |
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