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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
1600 Newport Center Dr Ste 100, Newport Beach, CA 92660-6208 • United States
Costa Mesa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karl Strauss | Anaheim | CA | 02/2022 | 06/2023 |
| Unemployed | Anaheim | CA | 09/2021 | 01/2022 |
| 24 Hour Fitness | Anaheim | CA | 07/2018 | 08/2021 |
| Chipotle | Anaheim | CA | 08/2017 | 06/2018 |
| Unemployed | Anaheim | CA | 06/2013 | 07/2017 |
| Fidelity Investments | Irvine | CA | 06/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
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