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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
2900 W. Alameda Ave Ste 150, Burbank, CA 91505-4241 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed - Moving | - | CA | 02/2024 | 04/2024 |
| Usc | Los Angeles | CA | 01/2021 | 12/2022 |
| Unemployed - Covid | - | CA | 03/2020 | 08/2020 |
| Ucsb | Santa Barbara | CA | 09/2016 | 06/2020 |
| Fidelity Investments | Burbank | CA | 05/2024 | Present |
| Wells Fargo Bank | Santa Barbara County | CA | 10/2021 | 01/2024 |
| Subway Restaurants | Lompoc | CA | 06/2019 | 10/2021 |
| Subway Restaurants | Santa Barbara County | CA | 06/2015 | 06/2019 |
| 7-Eleven | Lompoc | CA | 06/2020 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-23 |
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