Kevin Ma

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America, N.A.	Oakland	CA	12/2021	05/2024
Oakland Technical High School	Oakland	CA	08/2013	05/2017
University Of California, Berkeley	Berkeley	CA	01/2018	05/2021
Bank Of America Corporation	Oakland	CA	06/2020	08/2020
Juma Ventures	Oakland	CA	04/2015	04/2018
University Of California, Berkeley	Berkeley	CA	08/2017	05/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Oakland	CA	07/2021	05/2024
Fidelity Investments	Mountain View	CA	05/2024	Present
Unemployed	Oakland	CA	05/2021	07/2021
Fidelity Investments	Boston	MA	03/2025	Present

12/2021 → 05/2024

Bank Of America, N.A.

Oakland, CA
08/2013 → 05/2017

Oakland Technical High School

Oakland, CA
01/2018 → 05/2021

University Of California, Berkeley

Berkeley, CA
06/2020 → 08/2020

Bank Of America Corporation

Oakland, CA
04/2015 → 04/2018

Juma Ventures

Oakland, CA
08/2017 → 05/2021

University Of California, Berkeley

Berkeley, CA
07/2021 → 05/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oakland, CA
05/2024 → Present

Fidelity Investments

Mountain View, CA
05/2021 → 07/2021

Unemployed

Oakland, CA
03/2025 → Present

Fidelity Investments

Boston, MA

2024-06-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Mountain View, CA
2021-11-10 → 2024-05-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Oakland, CA

Oakland, CA

Oakland, CA

Oakland, CA

Emeryville, CA

Emeryville, CA

Emeryville, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-09

Other Firms