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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quest Flex Consulting | San Jose | CA | 02/2024 | 04/2024 |
| Unemployed | San Jose | CA | 01/2009 | 09/2021 |
| Free Lancer | San Jose | CA | 12/2023 | 04/2024 |
| Primerica Financial Services | San Jose | CA | 07/2021 | 03/2024 |
| Fidelity Investments | Campbell | CA | 04/2024 | Present |
| Metro By T Mobile | San Jose | CA | 04/2023 | 03/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-123661|OrgNmn:Affilliate market|Org Addr:San Jose,California,US|OBA Nature:create website/social media pa|Invst Rel:N|Title:social media content creater/ aff|Duties:to create website, social media content, and possible sell products (clothes, shoes, acessories, home products, arts & crafts)|StrtDt:09-27-25|TotHrs/mon:6|TrdHrs/mon:0|OBA-115827|OrgNmn:publish children books and social media interaction|Org Addr:San Jose,California,US|OBA Nature:partnership with friends to pu|Invst Rel:N|Title:writer, content creater|Duties:to write stories, adding content in social media channels|StrtDt:01-14-25|TotHrs/mon:24|TrdHrs/mon:0|OBA-121290|OrgNmn:pet/ children care provider|Org Addr:San Jose,California,US|OBA Nature:pet/ children care provider|Invst Rel:N|Title:Sole Proprietor|Duties:bring pets to my home and feed them. Take care of kids occasionally on the weekends. |StrtDt:07-21-25|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-28 |
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