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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pasadena City College | Pasadena | CA | 01/2018 | 08/2022 |
| Unemployed | Glendale | CA | 04/2025 | 06/2025 |
| Unemployed | Glendale | CA | 06/2024 | 07/2024 |
| Unemployed | Glendale | CA | 06/2015 | 08/2018 |
| Glendale Dodge | Glendale | CA | 08/2018 | 03/2020 |
| Thrivent Financial | Appleton | WI | 09/2024 | 03/2025 |
| Thrivent Investment Management Inc | Glendale | CA | 08/2024 | 03/2025 |
| California State University, Northridge | Northridge | CA | 08/2022 | 05/2024 |
| Fidelity Investments | Sacramento | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
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