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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-10 |
| CA | RA | APPROVED | 2022-03-09 |
Branch Locations
3057 Stevens Creek Blvd, Santa Clara, CA 95050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Mountain View | CA | 08/2015 | 07/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Mountain View | CA | 11/2021 | 02/2022 |
| Wells Fargo Bank, Na | Mountain View | CA | 11/2021 | 02/2022 |
| Unemployed | Sunnyvale | CA | 08/2021 | 10/2021 |
| J.P. Morgan Securities Llc | Santa Clara | CA | 02/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Santa Clara | CA | 02/2022 | Present |
| Fidelity Brokerage Services Llc | Boston | MA | 08/2015 | 07/2021 |
| Strategic Advisors Llc | Sunnyvale | CA | 08/2015 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-11 |
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