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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
815 E Birch St, Brea, CA 92821-5765 • United States
Corona, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nordstrom | Costa Mesa | CA | 01/2023 | 04/2023 |
| H&M | Irvine | CA | 04/2022 | 10/2022 |
| Msc Wealth Management | Garden Grove | CA | 04/2022 | 09/2023 |
| Student | Corona | CA | 01/2013 | 04/2022 |
| Brighthouse Financial Insurance Company | Charlotte | NC | 09/2023 | 03/2024 |
| Fidelity Investments | Brea | CA | 08/2024 | Present |
| Unemployed | Corona | CA | 03/2024 | 08/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-26 |
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