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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Torrance | CA | 06/2023 | Present |
| The Palmdale Aerospace Academy | Palmdale | CA | 07/2022 | 06/2023 |
| San Ysidro Elementary School District | San Ysidro | CA | 08/2021 | 06/2022 |
| Tri City Christian School | Vista | CA | 08/2020 | 06/2021 |
| Beverly Hills Unified School District | Beverly Hills | CA | 08/2019 | 06/2020 |
| Lowell Joint School District | Whittier | CA | 08/2017 | 06/2019 |
| Fullerton Elementary School District | Fullerton | CA | 01/2017 | 06/2019 |
| California State University, Fullerton | Fullerton | CA | 07/2011 | 07/2018 |
| Boston Institute Of Finance | Palmdale | CA | 01/2023 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
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