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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
815 E Birch St, Brea, CA 92821-5765 • United States
Costa Mesa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Eugene | OR | 06/2021 | 07/2021 |
| H&M | Eugene | OR | 03/2022 | 05/2022 |
| Whole Foods | Lake Oswego | OR | 03/2020 | 07/2020 |
| Tilly'S | Tualatin | OR | 05/2019 | 08/2019 |
| Tj Maxx | Tualatin | OR | 04/2018 | 09/2018 |
| Big 5 | Eugene | OR | 06/2021 | 09/2021 |
| Toxic Burger | Eugene | OR | 05/2022 | 08/2023 |
| Full Time Education | Eugene | OR | 08/2021 | 02/2022 |
| Full Time Education | Eugene | OR | 07/2020 | 06/2021 |
| Full Time Education | Tualatin | OR | 08/2019 | 03/2020 |
| Full Time Education | Tualatin | OR | 10/2018 | 06/2019 |
| Full Time Education | Tualatin | OR | 09/2013 | 03/2018 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2023 | 08/2024 |
| Fidelity Investments | Brea | CA | 08/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-26 |
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