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261 Hamilton Ave., Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Reston | VA | 08/2011 | 03/2017 |
| Wealthfront Inc | Redwood City | CA | 08/2017 | Present |
| Not Employed | Reston | VA | 04/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-09 |
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