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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Covina High School | West Covina | CA | 07/2015 | 06/2019 |
| Del Taco | West Covina | CA | 11/2017 | 04/2018 |
| Blueray Aquatics | Covina | CA | 05/2018 | 07/2019 |
| United States Army | Fort Polk | LA | 07/2019 | 12/2022 |
| Fidelity Investments | Westlake | TX | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-10 |
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