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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-25 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2016 | 02/2018 |
| Bbva Securities Inc. | Temecula | CA | 03/2018 | 05/2020 |
| Bbva Usa | Birmingham | AL | 02/2018 | 05/2020 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 03/2018 | 05/2020 |
| Bbva Wealth Solutions Inc. | Temecula | CA | 03/2018 | 05/2020 |
| E*Trade Securities Llc | San Diego | CA | 05/2020 | 02/2024 |
| E*Trade Capital Management Llc | San Diego | CA | 05/2020 | 02/2024 |
| Morgan Stanley | San Diego | CA | 03/2023 | 02/2024 |
| Morgan Stanley | San Diego | CA | 09/2023 | 02/2024 |
| Morgan Stanley | San Diego | CA | 09/2023 | 02/2024 |
| Fidelity Investments | San Diego | CA | 02/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-15 |
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