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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Irvine | CA | 06/2019 | 01/2021 |
| Acorns Securities | Irvine | CA | 01/2019 | 06/2019 |
| Wedbush Securities Inc (Eastridge Workforce Solutions) | Los Angeles | CA | 08/2017 | 08/2018 |
| State Street Bank (Workforce Logiq) | Irvine | CA | 06/2017 | 08/2017 |
| Dealer Protection Group | Irvine | CA | 08/2016 | 05/2017 |
| Ca State University Fullerton | Fullerton | CA | 08/2014 | 05/2017 |
| Unemployed | Huntington Beach | CA | 09/2018 | 12/2018 |
| Goldman Sachs & Co. Llc | Irvine | CA | 01/2021 | 07/2021 |
| Fidelity Investments | Irvine | CA | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-28 |
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