Ann Margaret Macagba Bishop

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-08-11
CA	RA	APPROVED	2025-03-31

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Palo Alto	CA	06/2009	11/2017
Wells Fargo Advisors Financial Network, Llc	Los Gatos	CA	11/2017	10/2019
Natixis Investment Managers	San Francisco	CA	11/2019	03/2022
First Republic Investment Management, Inc	Menlo Park	CA	03/2022	07/2023
First Republic Securities Company, Llc/Jp Morgan Chase	Menlo Parks	CA	03/2022	09/2023
Unemployed	San Francisco	CA	09/2023	07/2024
Fidelity Investments	Campbell	CA	07/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2009 → 11/2017

Morgan Stanley Smith Barney

Palo Alto, CA
11/2017 → 10/2019

Wells Fargo Advisors Financial Network, Llc

Los Gatos, CA
11/2019 → 03/2022

Natixis Investment Managers

San Francisco, CA
03/2022 → 07/2023

First Republic Investment Management, Inc

Menlo Park, CA
03/2022 → 09/2023

First Republic Securities Company, Llc/Jp Morgan Chase

Menlo Parks, CA
09/2023 → 07/2024

Unemployed

San Francisco, CA
07/2024 → Present

Fidelity Investments

Campbell, CA
03/2025 → Present

Fidelity Investments

Boston, MA

2024-08-20 → 2025-03-31

Fidelity Personal And Workplace Advisors

Campbell, CA
2022-03-22 → 2023-09-18

J.P. Morgan Private Wealth Advisors Llc

Menlo Parks, CA
2019-12-11 → 2022-04-11

Natixis Advisors, Llc

San Francisco, CA

Boston, MA
2017-11-02 → 2019-10-31

Wells Fargo Advisors Financial Network, Llc

Los Gatos, CA

St. Louis, MO

San Jose, CA

San Jose, CA
2009-06-01 → 2017-11-02

Morgan Stanley

Palo Alto, CA
2008-04-25 → 2009-06-01

Morgan Stanley & Co. Llc

Palo Alto, CA
2007-07-04 → 2007-08-28

Ameriprise Financial Services, Llc

Redwood City, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-07-02

Other Firms