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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
Burlingame, CA • United States
Burlingame, CA • United States
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garden Leave | Burlingame | CA | 04/2021 | 07/2021 |
| Extended Travel | Chicago | IL | 03/2025 | 07/2025 |
| Tiaa | Palo Alto | CA | 06/2016 | 11/2018 |
| Fidelity Investments | Burlingame | CA | 08/2025 | Present |
| Aristotle Capital Management | Los Angeles | AL | 10/2018 | 04/2021 |
| Brown Advisory | Baltimore | MD | 07/2021 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-06 |
| S66 | Uniform Combined State Law Examination | 2001-12-21 |
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