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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_RES | 2025-03-31 |
Branch Locations
Long Beach, CA • United States
12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2019 | 06/2020 |
| Neiman Marcus | Walnut Creek | CA | 08/2017 | 12/2018 |
| Bowling Green State University | Bowling Green | OH | 08/2013 | 06/2017 |
| Harvey & Company | Newport | CA | 10/2020 | 03/2021 |
| Fidelity Investments | Long Beach | CA | 04/2021 | Present |
| Unemployed | Long Beach | CA | 06/2020 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-124227|OrgNmn:Hockey Coaching |Org Addr:555 N Nash,California,US|OBA Nature:Coaching |Invst Rel:N|Title:Sole Proprietor|Duties:Coaching youth 10+ hockey |StrtDt:09-01-25|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-23 |
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