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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-09 |
| TX | RA | APPROVED | 2026-04-09 |
Branch Locations
434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | San Francisco | CA | 06/2018 | 09/2018 |
| California Polytechnic State University San Luis Obispo | San Luis Obispo | CA | 03/2020 | 10/2020 |
| Mills High School | Millbrae | CA | 08/2013 | 05/2017 |
| Unemployed | Millbrae | CA | 06/2017 | 09/2017 |
| California Polytechnic State University San Luis Obispo | San Luis Obispo | CA | 09/2017 | 06/2018 |
| Oracle | Santa Monica | CA | 06/2021 | 10/2025 |
| Northwestern Mutual | San Francisco | CA | 10/2020 | 06/2021 |
| California Polytechnic State University San Luis Obispo | San Luis Obispo | CA | 09/2018 | 09/2019 |
| Fidelity Investments | Los Gatos | CA | 12/2025 | Present |
| California Polytechnic State University - Distribution Services | San Luis Obispo | CA | 09/2019 | 03/2020 |
| Unemployed | Los Angeles | CA | 11/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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