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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
2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Benicia | CA | 05/2016 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Benicia | CA | 05/2016 | 06/2019 |
| Jp Morgan Securities Llc | Fairfield | CA | 07/2019 | 03/2022 |
| A-1 Limo Service Inc | Fairfield | CA | 03/2013 | 04/2022 |
| Fidelity Investment | Sacramento | CA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-67775|OrgNmn:A-1 LIMO SERVICE INC|Org Addr:FAIRFIELD,California,US|OBA Nature:LIMOUSINE TRANSPORTATION|Invst Rel:N|Title:PRESIDENT|Duties:i have no duties or obligation for this business. The business corporation is set up with my name so i have to disclose it.|StrtDt:03-08-13|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-12 |
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