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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-19 |
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 07/2023 | Present |
| Wheat Education | Yorba Linda | CA | 07/2018 | 07/2023 |
| Gorgeous Education | West Covina | CA | 05/2018 | 08/2018 |
| Famidoc Usa | Yorba Linda | CA | 05/2017 | 11/2017 |
| Apple | Newport Beach | CA | 10/2016 | 05/2017 |
| Unit 7 Consulting | Orange | CA | 07/2016 | 10/2016 |
| Teachers College, Columbia University | New York | NY | 03/2022 | 03/2022 |
| Teachers College, Columbia University | New York | NY | 09/2020 | 05/2022 |
| Unemployed | Yorba Linda | NC | 11/2017 | 05/2018 |
OBA-101034|OrgNmn:Wheat Education|Org Addr:Yorba Lind,California,US|OBA Nature:Provide tutoring and school ap|Invst Rel:N|Title:Subject advisor|Duties:Classes rainstorming/suggestions |StrtDt:07-09-18|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-05 |
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