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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-11 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western & Southern Life | Miramar | FL | 11/2024 | 06/2025 |
| New York Life | Miami | FL | 03/2024 | 08/2024 |
| The Credit Pros | Miami | FL | 06/2023 | 11/2023 |
| Kaplan | Miami | FL | 11/2023 | 03/2024 |
| Now Bpo Nicaragua | Managua | 01/2021 | 06/2023 | |
| Universidad Centroamericana | Managua | 01/2014 | 12/2019 | |
| W&S Brokerage Services Inc | Miramar | FL | 11/2024 | 06/2025 |
| Fidelity Investments | Smithfield | RI | 07/2025 | Present |
| Kaiser University | Managua | 12/2019 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-10 |
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