Kaleem S Ansari

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Luxury Mortgage	Los Angeles	CA	12/2013	01/2018
Massachusetts Mutual Life Insurance Co	City Of Industry	CA	08/2015	03/2017
Mml Investors Services, Llc	City Of Industry	CA	10/2015	03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Century City	CA	01/2018	03/2019
Weltham	Costa Mesa	CA	01/2021	08/2021
Emerson Equity Llc	San Mateo	CA	01/2021	03/2021
Self Employed	Los Angeles	CA	04/2019	09/2019
Teachers On Reserve	Los Angeles	CA	09/2019	02/2020
Unemployed	Los Angeles	CA	03/2020	01/2021
Fidelity Investments	Salt Lake City	UT	09/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2013 → 01/2018

Luxury Mortgage

Los Angeles, CA
08/2015 → 03/2017

Massachusetts Mutual Life Insurance Co

City Of Industry, CA
10/2015 → 03/2017

Mml Investors Services, Llc

City Of Industry, CA
01/2018 → 03/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Century City, CA
01/2021 → 08/2021

Weltham

Costa Mesa, CA
01/2021 → 03/2021

Emerson Equity Llc

San Mateo, CA
04/2019 → 09/2019

Self Employed

Los Angeles, CA
09/2019 → 02/2020

Teachers On Reserve

Los Angeles, CA
03/2020 → 01/2021

Unemployed

Los Angeles, CA
09/2021 → Present

Fidelity Investments

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

2021-11-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT
2021-02-02 → 2021-03-24

Emerson Equity Llc

Costa Mesa, CA

Plano, TX
2018-03-09 → 2019-03-04

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-07
S63	Uniform Securities Agent State Law Examination	2009-06-17