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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
851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Sunnyvale | CA | 01/2016 | 01/2018 |
| Charles Schwab Bank | Sunnyvale | CA | 04/2006 | 01/2018 |
| New York Life | San Jose | CA | 11/2022 | 01/2023 |
| Unemployed | San Jose | CA | 01/2018 | 11/2022 |
| Fidelity Investments | Campbell | CA | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-96108|OrgNmn:In Home Supportive Service|Org Addr:San Jose,California,US|OBA Nature:my service is paid by IHSS - I|Invst Rel:N|Title:Independent Contractor|Duties:Offer help to my elderly aunt in my spare time|StrtDt:01-01-21|TotHrs/mon:31|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-01 |
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