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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
Fort Worth, TX • United States
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prime Communications | Fremont | CA | 11/2020 | 05/2021 |
| Doordash | San Francisco | CA | 01/2019 | 12/2020 |
| San Jose State University | San Jose | CA | 08/2018 | 05/2020 |
| Unemployed | Fremont | CA | 09/2017 | 01/2019 |
| Ohlone College | Fremont | CA | 08/2012 | 05/2018 |
| H&M | Pleasanton | CA | 10/2015 | 09/2017 |
| Fidelity Brokerage Services Llc | Westlake | TX | 05/2021 | 10/2022 |
| Fidelity Distributors Company Llc | Westlake | TX | 11/2022 | 07/2025 |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
| Fidelity Investments | Westlake | TX | 05/2021 | 07/2025 |
| Unemployed | Fort Worth | TX | 07/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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