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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-24 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Pelican Hill | Newport Beach | CA | 07/2023 | 12/2023 |
| Tesoro High School | Mission Viejo | CA | 12/2018 | 06/2020 |
| Handels Ice Cream | Rsm | CA | 06/2023 | 07/2023 |
| Handels Ice Cream | Newport Beach | CA | 12/2021 | 06/2023 |
| Lake Forest High School | -Lake Forest | CA | 03/2014 | 10/2019 |
| Lori Openshaw | Newport Beach | CA | 07/2022 | 08/2023 |
| University Of California, Irvine | Mission Viejo | CA | 06/2020 | 12/2021 |
| Fidelity Investments | Mission Viejo | CA | 07/2024 | Present |
| Acceleron Law, Fred Hasani | Newport Beach | CA | 08/2023 | 10/2023 |
| Lexi Bozsa | Costa Mesa | CA | 12/2023 | 07/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-18 |
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