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Account
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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
San Francisco, CA • United States
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 |
|---|---|---|---|---|
| J.P.MOrgan Securities Llc | San Carlos | CA | 06/2018 | 10/2019 |
| Jp Morgan Chase Bank, N.A. | San Carlos | CA | 05/2017 | 10/2019 |
| Brian Seto Insurance Agency | South San Francisco | CA | 10/2014 | 05/2017 |
| Bank Of America | San Francisco | CA | 01/2020 | 02/2023 |
| Fidelity Investments | Sunnyvale | CA | 02/2023 | Present |
| University Of San Francisco | San Francisco | CA | 01/2015 | 12/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 2021-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-05 |
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