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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_RES | 2025-03-31 |
Branch Locations
251 University Avenue, Palo Alto, CA 94301-1714 • United States
Mountain View, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | Palo Alto | CA | 07/2018 | 10/2018 |
| Jp Morgan Chase Bank, N.A. | Palo Alto | CA | 07/2018 | 10/2018 |
| Unemployed | Mountain View | CA | 07/2017 | 07/2018 |
| Rbc Wealth Management | Mississauga, Ontario | 10/2016 | 06/2017 | |
| Rbc Royal Bank Of Canada | Toronto, Ontario | 01/2016 | 10/2016 | |
| Jp Morgan Chase Bank, Na | Palo Alto | CA | 10/2018 | 11/2019 |
| Jp Morgan Securities Llc | Palo Alto | CA | 10/2018 | 12/2019 |
| Unemployed | Toronto | 06/2017 | 07/2017 | |
| Jp Morgan Chase Bank, N.A. | Palo Alto | CA | 12/2019 | 04/2022 |
| Jp Morgan Securities Llc | Palo Alto | CA | 12/2019 | 04/2022 |
| Fidelity Invesmtments | Palo Alto | CA | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-12 |
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