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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
Mountain View, CA • United States
8 Montgomery St, San Francisco, CA 94104-4625 • United States
44 Montgomery St Ste 2350, San Francisco, CA 94104-4710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Earnix | Ramat Gan | 03/2015 | 11/2018 | |
| Human Interest | San Francisco | CA | 12/2018 | 08/2019 |
| Forusall, Inc. | San Francisco | CA | 09/2019 | 12/2021 |
| Fidelity Investments | Palo Alto | CA | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2020-02-04 |
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