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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
Aliso Viejo, CA • United States
2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Partners Llc | Irvine | CA | 06/2019 | 08/2019 |
| Churchill Management Group | Los Angeles | CA | 05/2020 | 08/2020 |
| Fidelity Investments | Irvine | CA | 06/2021 | 08/2021 |
| San Diego State University | San Diego | CA | 06/2013 | 06/2019 |
| San Diego State University | San Diego | CA | 08/2019 | 05/2022 |
| San Diego State University | San Diego | CA | 05/2022 | 05/2023 |
| Fidelity Investments | Irvine | CA | 06/2023 | Present |
| Santa Margarita Catholic High School | Rancho Santa Margarita | CA | 08/2015 | 05/2019 |
| Mad Dog Lacrosse Club | San Diego | CA | 05/2022 | 07/2022 |
| Coast Lacrosse Club | San Diego | CA | 09/2022 | 01/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-07 |
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