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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
4500 A Tassajara Road, Dublin, CA 94568-4608 • United States
Brentwood, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mill Valley | CA | 04/2020 | 06/2021 |
| Unemployed | N/A | CA | 04/2020 | 04/2020 |
| Presidio Golf & Concordia Club | San Francisco | CA | 05/2019 | 04/2020 |
| Menlo College | Atherton | CA | 08/2015 | 05/2019 |
| Stanford Golf Course | Stanford | CA | 10/2017 | 05/2019 |
| New York Life Insurance Co. | San Francisco | CA | 05/2018 | 08/2018 |
| Diablo Creek Golf Course | Concord | CA | 07/2016 | 10/2017 |
| The First Tee | Concord | CA | 01/2011 | 08/2017 |
| Pga Tour Superstore | East Palo Alto | CA | 03/2016 | 05/2017 |
| Bank Of America, N.A. | Mill Valley | CA | 07/2021 | 03/2022 |
| Fidelity Investments | Dublin | CA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-12 |
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