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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
Citrus Heights, CA • United States
1261 Roseville Parkway, Roseville, CA 95678-9998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Lincoln | CA | 12/2013 | 11/2021 |
| Wells Fargo Clearing Services Llc | Lincoln | CA | 01/2018 | 11/2021 |
| Us Bank | Fair Oaks | CA | 08/2017 | 08/2017 |
| Colorado State University Global Campus | Greenwood Village | CO | 12/2016 | Present |
| Doordash | Citrus Heights | CA | 04/2020 | 07/2021 |
| Postmates | Citrus Heights | CA | 12/2019 | 06/2021 |
| Fidelity Investments | Roseville | CA | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-14 |
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