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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| CA | RA | APPROVED | 2025-04-03 |
Branch Locations
8 Montgomery St, San Francisco, CA 94104-4625 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | San Francisco | CA | 01/2025 | Present |
| Fisher Investments | San Mateo | CA | 09/2016 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-10 |
| S66 | Uniform Combined State Law Examination | 2015-06-16 |
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