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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Chicago | IL | 12/2020 | 06/2022 |
| Unemployed | Chico | CA | 04/2020 | 12/2020 |
| Ogden Bradford L Cpa | Chico | CA | 02/2020 | 04/2020 |
| Unemployed | Chico | CA | 04/2019 | 02/2020 |
| Vita | Chico | CA | 03/2019 | 04/2019 |
| Unemployed | Chico | CA | 11/2018 | 03/2019 |
| Tres Hombre | Chico | CA | 06/2018 | 11/2018 |
| Join Solar | Chico | CA | 04/2018 | 06/2018 |
| Csu Chico Box Office | Chico | CA | 02/2018 | 03/2018 |
| Unemployed | Chico | CA | 04/2017 | 02/2018 |
| Trucker | Chico | CA | 03/2017 | 04/2017 |
| Unemployed | Chico | CA | 01/2017 | 03/2017 |
| Woodward Tahoe | Chico | CA | 11/2016 | 01/2017 |
| Unemployed | Tracy | CA | 01/2008 | 11/2016 |
| E*Trade Securities Llc | Menlo Park | CA | 08/2022 | 01/2024 |
| E*Trade Capital Management Llc | Menlo Park | CA | 08/2022 | 01/2024 |
| Morgan Stanley | Menlo Park | CA | 03/2023 | 01/2024 |
| Morgan Stanley | Menlo Park | CA | 09/2023 | 01/2024 |
| Morgan Stanley | Menlo Park | CA | 09/2023 | 01/2024 |
| Fidelity Investments | Los Gatos | CA | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-30 |
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