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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
851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 06/2018 | 07/2020 |
| Ucr Resident Service Office | Riverside | CA | 09/2017 | 03/2018 |
| First National Bank Of Northern California | San Francisco | CA | 06/2017 | 09/2017 |
| Taste Of Nature | Shangahi | 09/2016 | 12/2016 | |
| Univeristy Of California, Riverside | Riverside | CA | 09/2014 | 03/2018 |
| Fidelity Investments | Campbell | CA | 08/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-12 |
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