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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Riverside | CA | 09/2016 | 11/2016 |
| Wells Fargo Bank, Na | Riverside | CA | 04/2013 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Riverside | CA | 09/2016 | 06/2018 |
| J.P. Morgan Securities Llc | Rancho Cucamonga | CA | 05/2018 | 09/2018 |
| Jpmorgan Chase Bank N.A. | Rancho Cucamonga | CA | 05/2018 | 09/2018 |
| Wells Fargo Bank Na | Laguna Hills | CA | 09/2018 | 08/2019 |
| Wells Fargo Clearing Services Llc | Laguna Hills | CA | 09/2018 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ontario | CA | 08/2019 | 05/2020 |
| University Of Redlands | Redlands | CA | 09/2018 | 07/2019 |
| University Of California | Riverside | CA | 09/2009 | 09/2018 |
| Bank Of America, N.A. | Ontario | CA | 10/2019 | 05/2020 |
| Fidelity Brokerage Services | Seal Beach | CA | 05/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-22 |
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