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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
8 Montgomery St, San Francisco, CA 94104-4625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 04/2018 | 12/2019 |
| Grameen Bank | Dhaka | 09/2017 | 10/2017 | |
| Gatto, Pope & Walwick | San Diego | CA | 01/2017 | 04/2017 |
| Unemployed | Riverside | CA | 11/2017 | 03/2018 |
| University Of California, San Diego (Ucsd) | San Diego | CA | 10/2014 | 06/2017 |
| Bank Of America, N.A. | San Diego | CA | 07/2018 | 12/2019 |
| Ameriprise Financial Services, Llc | Los Angeles | CA | 08/2020 | 02/2021 |
| Unemployed | Los Angeles | CA | 12/2019 | 08/2020 |
| Fidelity Investments | San Francisco | CA | 03/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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