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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 | 2025-03-31 |
Branch Locations
2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank | San Carlos | CA | 04/2016 | 08/2020 |
| Fidelity Brokerage Services Llc | Mountain View | CA | 12/2022 | Present |
| Jp Morgan Securities Llc | San Carlos | CA | 08/2020 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-05 |
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