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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-14 |
| AZ | RA | APPROVED | 2026-08-06 |
Branch Locations
7565 West Bell Road, Peoria, AZ 85382-3829 • United States
Waddell, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Waddell | AZ | 05/2022 | 10/2022 |
| Jpmorgan Chase | Anthem | AZ | 04/2023 | 06/2026 |
| Renaissance Financial/Minnesota Life/Securian | Phoenix | AZ | 10/2022 | 03/2023 |
| Bank Of The West | Tempe | AZ | 05/2021 | 08/2021 |
| Northern Arizona University | Flagstaff | AZ | 01/2019 | 12/2019 |
| Northern Arizona University | Flagstaff | AZ | 08/2021 | 05/2022 |
| Marshalls | Flagstaff | AZ | 12/2019 | 03/2020 |
| Follett Corporation | Flagstaff | AZ | 11/2019 | 05/2021 |
| Subway | Flagstaff | AZ | 05/2019 | 11/2019 |
| Fidelity Investments | Peoria | AZ | 07/2026 | Present |
| Panda Express | Flagstaff | AZ | 02/2018 | 04/2019 |
| Waddell'S Longhorn Corral | Buckeye | AZ | 06/2020 | 03/2022 |
| Unemployed | Waddell | AZ | 07/2016 | 02/2018 |
| Fidelity Brokerage Services Llc | Peoria | AZ | 07/2026 | Present |
| Strategic Advisers Llc | Peoria | AZ | 07/2026 | Present |
OBA-131778|OrgNmn:JDM Construction|Org Addr:Waddell,Arizona,US|OBA Nature:Landscaping and Hardscape Desi|Invst Rel:N|Title:Spouse|Duties:None|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-27 |
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