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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
2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sunnyvale | CA | 08/2011 | 02/2021 |
| Bank Of America, N.A. | Sunnyvale | CA | 10/2011 | 02/2021 |
| Fidelity Brokerage Services Llc | Mountain View | CA | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-59422|OrgNmn:Kzone LLC|Org Addr:Menlo Park,California,US|OBA Nature:LLC for private investment int|Invst Rel:Y|Title:Partner|Duties:General Partner in LLC |StrtDt:10-19-20|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-21 |
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