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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| CA | RA | APPROVED | 2025-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yogurtland | Fullerton | CA | 04/2021 | 08/2021 |
| Kinecta Federal Credit Union | El Segundo | CA | 06/2023 | 08/2023 |
| Sunny Hills High School | Fullerton | CA | 08/2016 | 05/2020 |
| Fidelity Investments | Brea | CA | 01/2025 | Present |
| Unemployed | Fullerton | CA | 05/2024 | 01/2025 |
| Cambridge International Advisory Group | Los Angeles | CA | 01/2024 | 05/2024 |
| Unemployed | Fullerton | CA | 05/2020 | 08/2020 |
| Simplex Business Solutions | Anaheim | CA | 08/2020 | 03/2021 |
| Doordash | Fullerton | CA | 11/2020 | 03/2021 |
| Loyola Marymount University | Los Angeles | CA | 08/2020 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-09 |
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