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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
Mountain View, 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Palo Alto | CA | 09/2013 | 02/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2021 |
| Silicon Valley Capital Partners, L.P. | San Jose | CA | 02/2021 | 06/2023 |
| Fidelity Investments | Palo Alto | CA | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-15 |
| S66 | Uniform Combined State Law Examination | 2012-03-10 |
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