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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States
Yorba Linda, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | La Jolla | CA | 06/2024 | 12/2024 |
| Unemployed | Yorba Linda | CA | 12/2014 | 09/2019 |
| Domino's | Yorba Linda | CA | 09/2019 | 11/2019 |
| Unemployed | Yorba Linda | CA | 11/2019 | 06/2020 |
| Doordash | Yorba Linda | CA | 06/2020 | 06/2022 |
| American Financial Network | Brea | CA | 06/2023 | 07/2023 |
| Student | Amherst | MA | 08/2020 | 05/2024 |
| Unemployed | Yorba Linda | CA | 05/2024 | 06/2024 |
| Fidelity Investments | Irvine | CA | 12/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127086|OrgNmn:Lacrosse Coaching|Org Addr:Yorba Lind,California,US|OBA Nature:Coaching high school lacrosse |Invst Rel:N|Title:Coach|Duties:Prepare structured lesson plans to help improve the skills of the players|StrtDt:02-02-26|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
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