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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
434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 01/2020 | 04/2022 |
| Ozumo | San Jose | CA | 04/2018 | 04/2022 |
| Aerotek | San Jose | CA | 07/2019 | 12/2019 |
| Haidilao | Cupertino | CA | 12/2017 | 08/2018 |
| Gen Korean Bbq | San Jose | CA | 07/2015 | 12/2017 |
| De Anza College | Cupertino | CA | 07/2012 | 12/2016 |
| Foothill College | Los Altos Hills | CA | 07/2012 | 08/2018 |
| San Jose State University | San Jose | CA | 08/2017 | 12/2019 |
| Upstart | San Mateo | CA | 07/2019 | 12/2019 |
| Bank Of America, N.A. | San Mateo | CA | 02/2020 | 04/2022 |
| Fidelity Investments | Los Gatos | CA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-30 |
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