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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-05 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
Costa Mesa, CA • United States
27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Elevated Living Collective | Huntington Beach | CA | 09/2023 | 02/2024 |
| Unemployed | San Jose | CA | 06/2019 | 09/2019 |
| Bridge Bank | San Jose | CA | 06/2022 | 08/2022 |
| Doordash Inc. | Lake Forest | CA | 07/2020 | 05/2024 |
| Huntington Beach High School | Huntington Beach | CA | 06/2015 | 06/2019 |
| Fidelity Investments | Mission Viejo | CA | 05/2024 | Present |
| San Jose State University | San Jose | CA | 09/2019 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-19 |
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