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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
7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 12/2016 | 04/2018 |
| Hire Connections/Janus Capital | Denver | CO | 08/2016 | 10/2016 |
| American Funds Distributors | San Antonio | TX | 06/2018 | 04/2020 |
| Unemployed | Denver | CO | 10/2016 | 12/2016 |
| American Funds | San Antonio | TX | 04/2020 | 06/2020 |
| Fidelity Investments | San Diego | CA | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-03 |
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