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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
16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | San Diego | CA | 03/2023 | Present |
| Assurance Iq | San Diego | CA | 07/2020 | 03/2021 |
| Unemployed | San Diego | CA | 04/2021 | 06/2021 |
| Reliant Direct Insurance Services Inc | San Diego | CA | 07/2021 | 02/2023 |
| Aig Direct | San Diego | CA | 03/2004 | 07/2020 |
| American College Of Financial Services | San Diego | CA | 01/2021 | 01/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-22 |
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