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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
2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aliso Viejo Ice Palace | Aliso Viejo | CA | 11/2015 | 02/2021 |
| Northwestern Mutual | Newport Beach | CA | 05/2017 | 08/2017 |
| Concordia University - Irvine | Irvine | CA | 08/2016 | 05/2020 |
| Fidelity Investments | Newport Beach | CA | 02/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-05 |
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