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261 Hamilton Ave., Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthfront | Boston | MA | 03/2020 | Present |
| Institutional Shareholder Services | Boston | MA | 12/2017 | 03/2021 |
| State Street Global Advisors | Boston | MA | 10/2014 | 09/2016 |
| Extended Travel | Boston | MA | 09/2016 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-09 |
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