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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Glendale | CA | 05/2013 | 09/2016 |
| Community Bank | Glendale | CA | 09/2016 | 03/2018 |
| Fidelity Brokerage Services Llc | Burbank | CA | 03/2018 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Hollywood | CA | 07/2019 | 10/2019 |
| Bank Of America, N.A. | West Hollywood | CA | 07/2019 | 09/2019 |
| Zander-Greg | Pasadena | CA | 01/2019 | 04/2020 |
| Bank Of America | Burbank | CA | 04/2020 | 03/2021 |
| Fidelity Investments | Burbank | CA | 03/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
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