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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_RES | 2025-03-31 |
Branch Locations
San Carlos, CA • United States
251 University Avenue, Palo Alto, CA 94301-1714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Basf | Southfield | MI | 01/2016 | 08/2017 |
| Edward Jones | St Louis | MO | 09/2017 | 12/2017 |
| Unemployed | San Carlos | CA | 07/2019 | 11/2019 |
| Appreciation Financial | Henderson | NV | 11/2019 | 03/2020 |
| Encompass More, A Division Of Verity Asset Management | Durham | NC | 11/2019 | 02/2020 |
| Encompass Investments, A Division Of Verity Investments, Inc. | Durham | NC | 11/2019 | 02/2020 |
| Unemployed | San Carlos | CA | 12/2017 | 06/2018 |
| Kia Motors | Irive | CA | 06/2018 | 02/2019 |
| Puritan Financial | Plano | TX | 06/2019 | 07/2019 |
| Unemployed | San Carlos | CA | 03/2019 | 05/2019 |
| New York Life Insurance Co | San Francisco | CA | 02/2020 | 03/2021 |
| Nylife Securities Llc | San Francisco | CA | 03/2020 | 04/2021 |
| Verity Asset Management | Durham | NC | 11/2019 | 02/2020 |
| Ameriprise Financial Services, Llc | Palo Alto | CA | 04/2021 | 06/2021 |
| Allworth Financial | Folsom | CA | 08/2021 | 10/2021 |
| Aw Securities | Folsom | CA | 08/2021 | 10/2021 |
| Fidelity Investments | Salt Lake City | UT | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-09 |
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