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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
815 E Birch St, Brea, CA 92821-5765 • United States
Brea, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 09/2018 | 05/2021 |
| Skechers | Orange | CA | 03/2016 | 09/2018 |
| Morgan Stanley | Newport Beach | CA | 05/2021 | 02/2022 |
| Ritholtz Weatlh Management | New York | NY | 02/2022 | 01/2024 |
| Commonwealth Financial Network | San Diego | CA | 01/2024 | 12/2025 |
| Hawekotte Financial Group | Fullerton | CA | 01/2024 | 12/2025 |
| Fidelity Investments | Brea | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-31 |
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