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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
| CA | RA | APPROVED | 2025-12-09 |
Branch Locations
2120 University Ave, Berkeley, CA 94704-1026 • United States
1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | San Francisco | CA | 04/2011 | 05/2023 |
| Unemployed | Oakland | CA | 06/2023 | 08/2025 |
| Fidelity Investments | Berkeley | CA | 09/2025 | Present |
OBA-123299|OrgNmn:Great Ratings LLC|Org Addr:Oakland,California,US|OBA Nature:Movie reviews and recommendati|Invst Rel:N|Title:I have no title. My husband is 1|Duties:I have no active role in the business. It is a personal project of my husband, and he created an LLC for it for liability purposes, and in th|StrtDt:11-01-23|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-11 |
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