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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
Redwood City, CA • United States
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Advisor, Llc | Long Beach | CA | 07/2017 | 12/2020 |
| American Lending Center Holdings Inc Fka Reg Centers Holding Grp | Long Beach | CA | 08/2014 | 07/2017 |
| Elite Brokers, Llc | Long Beach | CA | 10/2017 | 05/2019 |
| American Lending Center Holdings Inc Fka Reg Centers Holding Grp | Long Beach | CA | 07/2017 | 07/2021 |
| Sunstone Trust Company | Irvine | CA | 07/2021 | 03/2023 |
| Sunstone Advisors, Llc | Irvine | CA | 04/2023 | 06/2024 |
| Sunstone Management Inc. | Irvine | CA | 04/2023 | 06/2024 |
| Carofin, Llc | Brevard | NC | 10/2023 | 06/2024 |
| Fidelity Investments | Burlingame | CA | 06/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-24 |
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