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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
111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States
Simi Valley, CA • 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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Simi Valley | CA | 09/2015 | 06/2022 |
| Wells Fargo Clearing Services Llc | Simi Valley | CA | 01/2018 | 06/2022 |
| Moorpark College | Moorpark | CA | 08/2012 | 07/2022 |
| Fidelity Investments | Thousand Oaks | CA | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-14 |
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