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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-16 |
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 |
|---|---|---|---|---|
| Nekter Juice Bar | Ladera Ranch | CA | 05/2017 | 05/2018 |
| Unemployed | Ladera Ranch | CA | 03/2016 | 05/2017 |
| Picerne Residential | Laguna Niguel | CA | 11/2021 | 05/2022 |
| Trumark Homes | Newport Beach | CA | 05/2022 | 03/2026 |
| Unemployed | Laguna Hills | CA | 05/2018 | 07/2018 |
| The Covington | Aliso Viejo | CA | 06/2018 | 10/2018 |
| Unemployed | Ladera Ranch | CA | 05/2018 | 06/2018 |
| Storamerica | Rancho Santa Margarita | CA | 10/2018 | 06/2019 |
| Sequoia Equities | Laguna Niguel | CA | 06/2019 | 11/2021 |
| Fidelity Investments | Mission Viejo | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-09 |
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