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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Pleasant Hill | CA | 05/2024 | 02/2025 |
| Mml Investors Services, Llc | Pleasant Hill | CA | 05/2024 | 02/2025 |
| Lenox Advisors | Pleasant Hill | CA | 05/2024 | 02/2025 |
| Rare Society | Santa Barbara | CA | 06/2022 | 09/2024 |
| Massage Heights | Novato | CA | 07/2020 | 06/2022 |
| The Anderson | Santa Barbara | CA | 01/2019 | 12/2019 |
| Piatti | Mill Valley | CA | 03/2017 | 09/2019 |
| Michaelangelo Cafe | San Francisco | CA | 05/2016 | 09/2016 |
| Sant Rosa Junior College | Santa Rosa | CA | 08/2015 | 06/2018 |
| University Of California Santa Barbara | Goleta | CA | 08/2018 | 06/2020 |
| Unemployed | San Rafael | CA | 02/2025 | 04/2025 |
| Fidelity Investments | San Francisco | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-06 |
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