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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-24 |
| TX | RA | APPROVED | 2025-04-24 |
Branch Locations
27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vbi Door | Thousand Palms | CA | 06/2017 | 08/2017 |
| Hollister Co | Palm Desert | CA | 09/2017 | 12/2017 |
| Tkb Bakery & Deli | Indio | CA | 02/2018 | 07/2018 |
| 24 Hour Fitness | Indio | CA | 07/2018 | 01/2020 |
| Unemployed | Indio | CA | 01/2020 | 08/2020 |
| Bank Of America | La Quinta | CA | 08/2020 | 03/2022 |
| Full Time Schooling | Irvine | CA | 03/2020 | 03/2023 |
| Lbs Financial Credit Union | Cerritos | CA | 06/2022 | 03/2023 |
| Full Time Schooling | Palm Desert | CA | 08/2014 | 08/2018 |
| Fidelity Investments | Santa Ana | CA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-12 |
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