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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-20 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated( | Folsom | CA | 03/2020 | 12/2021 |
| Unemployed | Folsom | CA | 12/2019 | 02/2020 |
| Twentybn | Folsom | CA | 03/2018 | 11/2019 |
| The Center To Promote Healthcare Access | Sacramento | CA | 03/2015 | 01/2018 |
| Bank Of America, N.A. | Folsom | CA | 04/2020 | 12/2021 |
| Rbc Capital Markets, Llc | Portland | OR | 12/2021 | 04/2024 |
| City National Bank | Portland | OR | 01/2024 | 04/2024 |
| Fidelity Investments | Westlake | TX | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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