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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_RES | 2025-03-31 |
Branch Locations
Rancho Cordova, CA • United States
2600 E Bidwell St Ste 200, Folsom, CA 95630-6449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sacramento | CA | 12/2015 | 11/2016 |
| Wells Fargo Bank, Na | Sacramento | CA | 12/2014 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 11/2016 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 11/2019 | 02/2022 |
| Bank Of America N.A. | Sacramento | CA | 01/2020 | 02/2022 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 02/2022 | 12/2022 |
| Fidelity Investments | Folsom | CA | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-108659|OrgNmn:RJ Property Management|Org Addr:Sacramento,California,US|OBA Nature:Airbnb Property Management|Invst Rel:Y|Title:Partner|Duties:Research rental property, lease management, Airbnb management|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-17 |
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