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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York'S Upper Crust Pizza | Irvine | CA | 07/2018 | 04/2019 |
| Fidelity Investments | Brea | CA | 07/2024 | Present |
| Bear Flag Fish Company | Newport Beach | CA | 05/2019 | 11/2020 |
| Fidelity Investments | Brea | CA | 05/2023 | 07/2023 |
| Unemployed | Irvine | CA | 04/2022 | 05/2023 |
| Unemployed | Irvine | CA | 07/2014 | 07/2018 |
| Chapman University | Orange | CA | 08/2020 | 05/2024 |
| Unemployed | Irvine | CA | 11/2020 | 07/2021 |
| Unemployed | Irvine | CA | 07/2023 | 07/2024 |
| La Fitness | Irvine | CA | 07/2021 | 04/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-31 |
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