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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
| NH | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ami Asset Management Corporation | Los Angeles | CA | 07/2023 | 04/2024 |
| Babson F.W. Olin Graduate School Of Business | Babson Park | MA | 08/2022 | 05/2023 |
| Lewis & Clark College | Portland | OR | 08/2018 | 05/2022 |
| Excel Basketball Camp | Walnut Creek | CA | 06/2022 | 08/2022 |
| Cwc Advisors | Portland | OR | 12/2021 | 05/2022 |
| Shoot 360 | Portland | OR | 09/2021 | 05/2022 |
| Bath & Body Works Llc | Portland | OR | 05/2021 | 09/2021 |
| Golden State Warriors | Oakland | CA | 07/2017 | 07/2019 |
| Alameda High School | Alameda | CA | 08/2015 | 06/2018 |
| Fidelity Investments | Merrimack | NH | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
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