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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | San Jose | CA | 08/2014 | 09/2016 |
| Fidelity Investments | Palo Alto | CA | 10/2016 | 04/2018 |
| Jpmorgan Securities Llc | Cupertino | CA | 04/2018 | 07/2022 |
| Strategic Advisers, Inc | Palo Alto | CA | 12/2016 | 04/2018 |
| Jp Morgan Chase Bank, N.A. | Cupertino | CA | 04/2018 | 07/2022 |
| Fidelity Investments | Sunnyvale | CA | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-27 |
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