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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
155 N Lake Avenue, Pasadena, CA 91101-1848 • United States
123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Thousand Oaks | CA | 09/2017 | Present |
| Unemployed | Zurich | 09/2016 | 09/2017 | |
| Lucerne University Of Applied Sciences & Arts | Lucerne | 08/2014 | 09/2016 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-12 |
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