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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-14 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
8 Montgomery St, San Francisco, CA 94104-4625 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc | San Francisco | CA | 04/2019 | 10/2021 |
| Fisher Investments | Woodside | CA | 02/2017 | 07/2018 |
| Fisher Investments | Woodside | CA | 10/2014 | 02/2017 |
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2023 | 01/2024 |
| Unemployed | Millbrae | CA | 07/2018 | 04/2019 |
| Unemployed | San Francisco | CA | 01/2024 | 08/2024 |
| First Republic Securities Company, Llc | San Francisco | CA | 10/2021 | 07/2023 |
| Fidelity Investments | San Francisco | CA | 08/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-21 |
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