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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Hesperia | CA | 04/2014 | 05/2024 |
| Self-Employed | Hesperia | CA | 09/2020 | 04/2024 |
| Wiseguy Investing Co. | Huntington Beach | CA | 09/2020 | 04/2024 |
| Vita Csusb | San Bernardino | CA | 01/2022 | 04/2023 |
| Csusb - Office Of Financial Aid & Scholarships | San Bernardino | CA | 03/2022 | 04/2024 |
| Fidelity Investments | Rancho Cucamonga | CA | 05/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-17 |
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