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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
San Francisco, CA • United States
8 Montgomery St, San Francisco, CA 94104-4625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 08/2016 | 12/2017 |
| N/A | Tampa | FL | 12/2015 | 08/2016 |
| Bank Of America, N.A. | Tampa | FL | 08/2016 | 12/2017 |
| E*Trade Securities Llc | San Francisco | CA | 01/2018 | 09/2022 |
| E*Trade Capital Management Llc | San Francisco | CA | 01/2018 | 09/2022 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 09/2022 | 01/2024 |
| Charles Schwab Bank, Ssb | San Francisco | CA | 09/2022 | 01/2024 |
| Fidelity Investments | San Francisco | CA | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-16 |
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