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Account
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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_RES | 2025-03-31 |
Branch Locations
2600 E Bidwell St Ste 200, Folsom, CA 95630-6449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 12/2015 | 03/2021 |
| Bank Of America, N.A. | Walnut Creek | CA | 12/2016 | 03/2021 |
| City Of Reno | Reno | NV | 04/2021 | 06/2021 |
| Unemployed | Reno | NV | 07/2021 | 10/2021 |
| Falck Alameda County | Hayward | CA | 11/2021 | 06/2022 |
| Amazon | Roseville | CA | 06/2022 | 07/2022 |
| Aces Courier Services Llc | Elk Grove | CA | 08/2022 | 10/2022 |
| Neal Prasad Llc | Roseville | CA | 11/2022 | 12/2022 |
| Fidelity Investments | Folsom | CA | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-112819|OrgNmn:Blue Dog Events|Org Addr:Walnut Cre,California,US|OBA Nature:State-Certified gaming provide|Invst Rel:N|Title:Employee|Duties:Assist with running poker/blackjack games for fundraisers|StrtDt:09-06-24|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-29 |
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