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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| CA | RA | APPROVED | 2026-03-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | San Francisco | CA | 04/2015 | 05/2018 |
| Unemployed | South San Francisco | CA | 01/2026 | 02/2026 |
| Fidelity Investments | South San Francisco | CA | 02/2026 | Present |
| Ubs Financial Services, Inc | San Francisco | CA | 08/2021 | 12/2025 |
| Merrill Lynch | Palo Alto | CA | 05/2018 | 07/2021 |
| Fidelity Brokerage Services, Llc | South San Francisco | CA | 03/2026 | Present |
| Strategic Advisers, Llc | South San Francisco | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-28 |
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