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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gilbert | AZ | 04/2018 | 01/2019 |
| The Garage Personal Training | Gilbert | AZ | 11/2014 | 04/2018 |
| Ups | Mesa | AZ | 11/2017 | 12/2017 |
| Bank Of America, N.A. | Gilbert | AZ | 07/2018 | 12/2018 |
| Citizens Securities, Inc. | Phoenix | AZ | 01/2019 | 12/2019 |
| Oneamerica Securities | Gilbert | AZ | 02/2020 | 11/2020 |
| Fidelity Investments | Chandler | AZ | 11/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-116517|OrgNmn:Breezy Clean Cleaning Services|Org Addr:Gilbert,Arizona,US|OBA Nature:Remote Cleaning Services|Invst Rel:N|Title:Owner|Duties:Marketing and contractor management|StrtDt:12-01-25|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-21 |
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