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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
4160 N First St, San Jose, CA 95134-1513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Cupertino | CA | 05/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cupertino | CA | 05/2016 | 09/2020 |
| Fidelity Investments | Boston | MA | 10/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-29 |
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