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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-18 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States
2120 University Ave, Berkeley, CA 94704-1026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Francisco | CA | 11/2015 | 12/2021 |
| Jpmorgan Chase Bank | San Francisco | CA | 11/2015 | 12/2021 |
| Tataki Mission, Llc. | San Francisco | CA | 07/2015 | 03/2019 |
| Fidelity Investments | Berkeley | CA | 04/2024 | Present |
| Wells Fargo Bank | Palo Alto | CA | 01/2022 | 10/2023 |
| Flamingo Staging Llc | San Francisco | CA | 04/2022 | 04/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-108893|OrgNmn:Flamingo Staging LLC|Org Addr:San Franci,California,US|OBA Nature:Home Staging for preparing hou|Invst Rel:N|Title:Partner|Duties:Home Staging for preparing houses are selling in the market|StrtDt:04-22-22|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-22 |
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