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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2023 | Present |
| The Ritz Carlton Bacara, Santa Barbara | Santa Barbara | CA | 06/2021 | 07/2023 |
| Sul Bingsu | Katy | TX | 08/2022 | 09/2022 |
| Ucsb Student Health Services | Santa Barbara | CA | 11/2020 | 06/2021 |
| Coffee Bean And Tea Leaf | Goleta | CA | 05/2020 | 11/2020 |
| Ucsb Summer Hospitality Services | Goleta | CA | 07/2019 | 09/2019 |
| Unemployed | Simi Valley | CA | 09/2010 | 09/2019 |
| Unemployed | Goleta | CA | 09/2019 | 05/2020 |
| Riverview High School | Riverview | FL | 04/2018 | 05/2018 |
| Royal High School | Simi Valley | CA | 08/2017 | 04/2018 |
| University Of California, Santa Barbara | Santa Barbara | CA | 09/2018 | 09/2023 |
| University Preparatory School | Victorville | CA | 09/2012 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-01 |
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