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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 | 2025-03-31 |
Branch Locations
4500 A Tassajara Road, Dublin, CA 94568-4608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2020 | 09/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2021 | 09/2022 |
| Decormatters | Milpitas | CA | 06/2019 | 01/2020 |
| Best Buy | San Luis Obispo | CA | 09/2018 | 01/2020 |
| Best Buy | Union City | CA | 06/2018 | 09/2018 |
| Panda Express | Castro Valley | CA | 06/2016 | 08/2017 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2017 | 12/2020 |
| Castro Valley High School | Castro Valley | CA | 09/2013 | 06/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2021 | 09/2022 |
| Fidelity Investments | Dublin | CA | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
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