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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
7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | San Diego | CA | 04/2024 | Present |
| Davis & Adams Construction | San Diego | CA | 12/2017 | 12/2017 |
| Mineta Transportation Institute | San Jose | CA | 10/2021 | 10/2022 |
| Unemployed | San Diego | CA | 06/2023 | 09/2023 |
| City Of San Diego | San Diego | CA | 01/2019 | 09/2021 |
| Brigantine Company | San Diego | CA | 10/2020 | 07/2021 |
| Student | San Diego | CA | 08/2007 | 06/2019 |
| San Jose State | San Jose | CA | 08/2019 | 05/2023 |
| Unemployed | San Diego | CA | 03/2024 | 04/2024 |
| New York Life | San Francisco | CA | 10/2023 | 02/2024 |
| Corinthian Parking Services | Campbell | CA | 11/2022 | 01/2023 |
| Ymca | San Jose | CA | 10/2019 | 01/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-22 |
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