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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Aliso Viejo, CA • United States
2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pcma | Irvine | CA | 02/2020 | 03/2020 |
| Nationstar Mortgage | Maitland | FL | 08/2016 | 10/2016 |
| Unemployed | Aliso Viejo | CA | 05/2022 | 10/2022 |
| Kbhs Home Loans/ Stearns Lending | Maitland | FL | 08/2016 | 01/2020 |
| Remn Wholesale/ Homebridge Financial | Aliso Viejo | CA | 04/2020 | 04/2022 |
| Fidelity Investments | Irvine | CA | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Aliso Viejo | CA | 11/2022 | 03/2024 |
| Paychex | Maitland | FL | 06/2017 | 01/2020 |
| J.P. Morgan Securities Llc | Aliso Viejo, | CA | 11/2022 | 03/2024 |
| Paychex | Maitland | FL | 10/2016 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-31 |
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