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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-10 |
| TX | RA | APPROVED | 2025-04-10 |
Branch Locations
7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | San Diego | CA | 06/2023 | Present |
| California State University San Marcos | San Marcos | CA | 09/2019 | 06/2023 |
| Torrey Holistics Inc | San Diego | CA | 08/2021 | 12/2021 |
| Ridgewells Catering | San Diego | CA | 06/2021 | 06/2021 |
| Shack Bar & Grill | San Diego | CA | 08/2020 | 04/2021 |
| Dick'S Sporting Goods | Encinitas | CA | 11/2019 | 03/2020 |
| Military (United States Marine Corps) | Camp Pendleton | CA | 09/2014 | 09/2019 |
| Fidelity Investments | San Diego | CA | 06/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-15 |
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