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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 | 2025-03-31 |
Branch Locations
Laguna Niguel, CA • United States
27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dana Hills Highschool | Dana Point | CA | 08/2015 | 06/2019 |
| Lifetime Fitness | Laguna Niguel | CA | 06/2018 | 09/2018 |
| University Of California Berkeley | Berkeley | CA | 08/2019 | 08/2022 |
| Lifetime Fitness | Laguna Niguel | CA | 06/2019 | 08/2019 |
| Lifetime Fitness | Laguna Niguel | CA | 06/2021 | 08/2021 |
| Lifetime Fitness | Laguna Niguel | CA | 06/2022 | 08/2022 |
| Srs Consulting | Fremont | CA | 08/2022 | 01/2023 |
| Fidelity Investments | Mission Viejo | CA | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
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