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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
8 Montgomery St, San Francisco, CA 94104-4625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven Way | Walnut Creek | CA | 08/2021 | 09/2022 |
| Northwestern Mutual Investment Services Llc | Walnut Creek | CA | 08/2021 | 09/2022 |
| Student | Irvine | CA | 09/2017 | 06/2021 |
| Theos Cheesesteak | San Francisco | CA | 06/2017 | 09/2017 |
| Student | Oakland | CA | 08/2013 | 06/2017 |
| Way Finacial | Walnut Creek | CA | 06/2021 | 08/2021 |
| Fidelity Investments | Oakland | CA | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-06 |
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