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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
6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Circle Of Confusion | Los Angeles | CA | 03/2017 | 02/2018 |
| Deluxe Media | Burbank | CA | 09/2014 | 04/2018 |
| Worldwide Production Agency | West Hollywood | CA | 07/2016 | 03/2017 |
| Temple Beth Hillel | Valley Village | CA | 02/2015 | 04/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 12/2020 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 08/2018 | 12/2020 |
| Fidelity Investments | Woodland Hills | CA | 02/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-114711|OrgNmn:Better Than Shop Class|Org Addr:Woodland H,California,US|OBA Nature:Home renovation/DIY related In|Invst Rel:N|Title:Sole Proprietor|Duties:Self-directed|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-12 |
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