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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-15 |
Branch Locations
3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Tucson | AZ | 08/2023 | 01/2025 |
| World Financial Group | Tucson | AZ | 12/2021 | 06/2025 |
| Marketech International Corporation Usa | Phoenix | AZ | 01/2023 | 10/2023 |
| Skanska Usa Civil Southeast | Chesapeake | VA | 08/2019 | 01/2023 |
| United States Navy | San Diego | CA | 03/2011 | 01/2019 |
| Days Inn - Downtown Pensacola | Pensacola | FL | 01/2019 | 08/2019 |
| Fidelity Brokerage Services Llc | Tucson | AZ | 06/2025 | Present |
| Strategic Advisors, Llc | Tuscon | AZ | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-24 |
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