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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-10 |
Branch Locations
7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States
Rancho Cucamonga, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ca Highway Patrol | Baldwin Park | CA | 06/2017 | 04/2018 |
| Fidelity Investments | Rancho Cucamonga | CA | 03/2026 | Present |
| Jpmorgan Chase Bank | Colton | CA | 11/2025 | 03/2026 |
| Pasadena Police | Pasadena | CA | 09/2011 | 05/2017 |
| Pasadena Police | Pasadena | CA | 01/2022 | 10/2025 |
| Pasadena Police | Pasadena | CA | 05/2018 | 01/2022 |
OBA-128148|OrgNmn:Personal Residential Rental Property |Org Addr:Jurupa Val,California,US|OBA Nature:Personally owned single reside|Invst Rel:Y|Title:Sole Proprietor|Duties:Oversight of personally owned residential rental property, including tenant communication, rent collection, and maintenance coordination. |StrtDt:01-01-20|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-31 |
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