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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Santa Monica | CA | 11/2023 | Present |
| Ucla Lake Arrowhead Conference Center | Lake Arrowhead | CA | 05/2022 | 09/2022 |
| University Of Geneva | Geneva | 02/2022 | 06/2022 | |
| Ucla Kerckhoff Coffee House | Los Angeles | CA | 10/2021 | 06/2023 |
| Ucla Lake Arrowhead Conference Center | Lake Arrowhead | CA | 05/2021 | 09/2021 |
| Dedham Country And Polo Club | Dedham | MA | 05/2019 | 08/2020 |
| Kingsbury Club | Medfield | MA | 04/2017 | 09/2019 |
| University Of California, Los Angeles | Los Angeles | CA | 09/2019 | 06/2023 |
| Unemployment | Holliston | MA | 10/2012 | 04/2017 |
| Unemployment | Los Angeles | CA | 06/2023 | 11/2023 |
| Unemployment | Los Angeles | CA | 08/2020 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-17 |
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