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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-16 |
| CA | RA | APPROVED | 2025-12-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grounded | Cardiff | CO | 09/2016 | 12/2017 |
| Hilltop Securities Inc | Dallas | TX | 12/2017 | 04/2020 |
| Kestra Investment Services | San Diego | CA | 04/2020 | 09/2022 |
| Kestra Private Wealth Services, Llc | San Diego | CA | 04/2020 | 09/2022 |
| Fidelity Investments | Westlake | TX | 09/2022 | 10/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 11/2025 | Present |
| Mira Costa Community College | Cardiff | CA | 01/2017 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-22 |
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