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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Advisers Llc | Mesa | AZ | 06/2026 | Present |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2016 | 10/2016 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2016 | 07/2024 |
| Impact Design And Graphics | Phoenix | AZ | 10/2017 | 03/2020 |
| Self-Employed | Scottsdale | AZ | 09/2019 | 03/2020 |
| Self-Employed | Scottsdale | AZ | 02/2020 | 03/2020 |
| Self-Employed | Chicago | IL | 07/2020 | 07/2020 |
| Unemployed | Mesa | AZ | 08/2024 | 04/2026 |
| Fidelity Investments | Mesa | AZ | 04/2026 | Present |
| Fidelity Brokerage Services Llc | Mesa | AZ | 04/2026 | Present |
OBA-132798|OrgNmn:Walmart|Org Addr:Mesa,Arizona,US|OBA Nature:Food delivery|Invst Rel:N|Title:Independent Contractor|Duties:Food Delivery|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-05 |
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