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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 01/2017 | 09/2017 |
| Aaa Arizona, Inc. | Phoenix | AZ | 04/2016 | 01/2017 |
| Bank Of America, N.A. | Chandler | AZ | 07/2017 | 09/2017 |
| Usaa Financial Planning Services Insurance Agency | Phoenix | AZ | 09/2017 | 05/2019 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 09/2017 | 02/2019 |
| Usaa Investment Management Company | Phoenix | AZ | 01/2018 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2019 | 04/2021 |
| La Cucina | Scottsdale | AZ | 09/2016 | 10/2016 |
| Fidelity Investments | Scottsdale | AZ | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-116361|OrgNmn:Elizabeth Lorson DBA Delta Vibrations|Org Addr:Phoenix,Arizona,US|OBA Nature:Musician - Playing crystal sin|Invst Rel:N|Title:Sole Proprietor|Duties:Performing instrumental music for hire for weddings, events, and meditation sessions.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-17 |
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