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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonefire Grill | West Hills | CA | 07/2017 | 08/2022 |
| Whole Foods Market | Santa Rosa | CA | 09/2019 | 03/2020 |
| Ta Law Group | Calabasas | CA | 06/2022 | 02/2026 |
| Full Time Education | Woodland Hills | CA | 01/2014 | 06/2017 |
| Osaic Wealth, Inc. | Thousand Oaks | CA | 07/2023 | 01/2025 |
| Morgan Stanley | Woodland Hills | CA | 01/2025 | 01/2026 |
| Fidelity Investments | West Hills | CA | 02/2026 | Present |
OBA-127205|OrgNmn:TA Law Group |Org Addr:Calabasas,California,US|OBA Nature:I run the biweekly payroll and|Invst Rel:N|Title:Employee|Duties:The role involves accurately maintaining employee timecards and processing biweekly payroll. Responsibilities include collecting and verifying|StrtDt:09-01-21|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-14 |
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