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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | Maitland | FL | 08/2017 | 04/2019 |
| Securian Financial Services Inc. | Maitland | FL | 08/2017 | 04/2019 |
| Evershore Financial Group | Maitland | FL | 08/2017 | 04/2019 |
| Unemployment | Los Angeles | CA | 04/2019 | 05/2019 |
| Florida Hospital | Orlando | FL | 06/2011 | 07/2017 |
| Equitable Advisors, Llc | Los Angeles | CA | 05/2019 | 01/2021 |
| Mass Mutual Life Insurance Company | Los Angeles | CA | 01/2021 | 12/2021 |
| Mml Investors Services, Llc | Los Angeles | CA | 01/2021 | 12/2021 |
| Lenox Advisors | Los Angeles | CA | 01/2021 | 12/2021 |
| Fidelity Investments | Los Angeles | CA | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-10 |
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