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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • 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 |
| Coahella Valley High School | Thermal | CA | 08/2014 | 06/2018 |
| University Of California San Diego | La Jolla | CA | 09/2018 | 09/2022 |
| University Of California, San Diego | La Jolla | CA | 01/2022 | 09/2022 |
| Vf Corporation | La Jolla | CA | 11/2021 | 04/2022 |
| Walmart Inc | La Quinta | CA | 12/2020 | 06/2021 |
| Walmart Inc | La Quinta | CA | 04/2020 | 09/2020 |
| University Of California, San Diego | La Jolla | CA | 01/2020 | 04/2020 |
| Abercrombie And Fitch | La Jolla | CA | 10/2019 | 04/2020 |
| Uber Technologies Inc | San Diego | CA | 11/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-19 |
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