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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
Burlingame, CA • United States
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Palo Alto | CA | 02/2012 | 05/2017 |
| Strategic Advisers, Inc. | Palo Alto | CA | 08/2013 | 05/2017 |
| Tiaa | Palo Alto | CA | 05/2017 | 04/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Palo Alto | CA | 05/2017 | 04/2018 |
| Fidelity Brokerage Services Llc | Burlingame | CA | 05/2018 | 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 | 2012-08-27 |
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