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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED_RES | 2025-08-22 |
Branch Locations
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Greenfield | CA | 11/2022 | 04/2024 |
| Jpmorgan Chase Bank, N.A. | Greenfield | CA | 07/2022 | 11/2022 |
| Gosch Ford | Temecula | CA | 10/2016 | 05/2020 |
| Romona Tire | Temecula | CA | 08/2014 | 10/2016 |
| Ralphs Grocery Company | Compton | CA | 01/2017 | 04/2017 |
| Unemployed | Murrieta | CA | 06/2020 | 06/2022 |
| Cafe Moran Llc | Greenfield | CA | 04/2024 | 09/2024 |
| Fidelity Brokerage Services Llc | Monterey | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-14 |
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