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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
155 N Lake Avenue, Pasadena, CA 91101-1848 • United States
123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Pasadena | CA | 05/2011 | 04/2022 |
| Tiaa | Pasadena | CA | 05/2011 | 04/2022 |
| Fidelity Investments | Pasadena | CA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-21 |
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