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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_RES | 2025-03-31 |
Branch Locations
2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States
North Hollywood, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Sherman Oaks | CA | 01/2015 | 06/2017 |
| Jpmorgan Chase Bank | Sun Valley | CA | 08/2014 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 06/2017 | 06/2018 |
| Bank Of America, N.A. | Pasadena | CA | 01/2018 | 06/2018 |
| Bank Of The West | Glendale | CA | 06/2018 | 12/2020 |
| Bancwest Investment Services, Inc | Glendale | CA | 06/2018 | 12/2020 |
| Fidelity Investments | Pasadena | CA | 02/2022 | Present |
| Unemployed | North Hollywood | CA | 12/2020 | 02/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-08 |
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