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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
Sherman Oaks, CA • United States
6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 11/2012 | 11/2016 |
| Bank Of America, N.A. | San Francisco | CA | 01/2013 | 11/2016 |
| Fidelity Brokerage Services Llc | Woodland Hills | CA | 11/2016 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-06 |
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