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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-02 |
Branch Locations
6200 Stoneridge Mall Road Suite 100, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investment | Palo Alto | CA | 11/2022 | 04/2026 |
| Charles Schwab & Co., Inc. | Pleasanton | CA | 04/2026 | Present |
| Wells Fargo Clearing Services, Llc | Milpitas | CA | 05/2020 | 05/2021 |
| Wells Fargo Bank, Na | Milpitas | CA | 05/2020 | 05/2021 |
| Bank Of America | Milpitas | CA | 04/2019 | 04/2020 |
| East West Bank | Pleasanton | CA | 01/2017 | 03/2019 |
| Homemaker | Pleasant Hill | CA | 07/2016 | 12/2016 |
| Fidelity Brokerage Services Llc | Palo Alto | CA | 06/2021 | 11/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-26 |
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