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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Laguna Niguel | CA | 10/2023 | 01/2024 |
| Foothill College | Los Altos Hills | CA | 07/2019 | 08/2021 |
| Saratoga Star Acquatics | Saratoga | CA | 06/2019 | 10/2019 |
| Fidelity Investments | Sacramento | CA | 01/2026 | Present |
| Leland High School | San Jose | CA | 06/2015 | 06/2019 |
| Unemployed | Laguna Niguel | CA | 06/2025 | 12/2025 |
| Lgs Recreation | Los Gatos | CA | 06/2018 | 10/2018 |
| Harvey & Company Llc | Newport Beach | CA | 04/2025 | 05/2025 |
| University Of California, Los Angeles | Los Angeles | CA | 09/2021 | 09/2023 |
| Morgan Stanley | Long Beach | CA | 02/2024 | 12/2024 |
| Unemployed | Laguna Niguel | CA | 01/2025 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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