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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2026-02-05 |
Branch Locations
851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 05/2015 | 01/2017 |
| Jp Morgan Securities Llc | Westerville | OH | 01/2017 | 04/2017 |
| Incapital Llc | Boca Raton | FL | 04/2017 | 06/2017 |
| Ally Invest Securities Llc | Fort Lauderdale | FL | 01/2019 | 09/2019 |
| Planetsafe/Naturbased | Fort Lauderdale | FL | 11/2017 | 01/2019 |
| Unemployed | Fort Lauderdale | FL | 06/2017 | 11/2017 |
| Ameriprise Financial Services, Inc | Ft Lauderdale | FL | 09/2019 | 04/2023 |
| Charles Schwab & Co., Inc. | San Ramon | CA | 04/2023 | 07/2025 |
| Charles Schwab Bank, Ssb | San Ramon | CA | 04/2023 | 07/2025 |
| Unemployed | Fort Lauderdale | FL | 07/2025 | 11/2025 |
| Fidelity Investments | Campbell | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-16 |
| S66 | Uniform Combined State Law Examination | 2017-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-17 |
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