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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
| CA | RA | APPROVED | 2026-04-23 |
Branch Locations
8 Montgomery St, San Francisco, CA 94104-4625 • United States
Novato, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | San Francisco | CA | 03/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/2019 | 03/2026 |
| Unemployed | Berkeley | CA | 05/2017 | 01/2018 |
| University Of California, Berkeley | Berkeley | CA | 01/2018 | 12/2019 |
| University Of San Francisco | San Francisco | CA | 08/2015 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 05/2019 | 10/2019 |
OBA-128618|OrgNmn:Jerod Mah 2021 Living Trust |Org Addr:Novato ,California,US|OBA Nature:Trustee for own Trust |Invst Rel:Y|Title:Grantor/Trustee |Duties:Management of own Trust (Maintaining Trust, Investment Decisions - In accordance with Fidelity compliance, etc.)|StrtDt:12-22-21|TotHrs/mon:3|TrdHrs/mon:0|OBA-128617|OrgNmn:K.J. Tennis|Org Addr:Novato ,California,US|OBA Nature:Content Creator |Invst Rel:N|Title:Content Creator |Duties:Film product reviews, tennis tips, and all things tennis |StrtDt:10-10-24|TotHrs/mon:2|TrdHrs/mon:0|OBA-128613|OrgNmn:Tennis Spin |Org Addr:Greenbrae,California,US|OBA Nature:Social Media Tennis Content |Invst Rel:N|Title:Tennis Player|Duties:Appearing in Youtube videos focused around tennis content. Product reviews, tennis tips, tennis strategy, etc.|StrtDt:06-06-21|TotHrs/mon:5|TrdHrs/mon:0|OBA-128615|OrgNmn:Mah Tennis |Org Addr:Novato ,California,US|OBA Nature:Tennis Instagram page for tenn|Invst Rel:N|Title:Content Creator |Duties:Film product review, tennis tips, and all other tennis content |StrtDt:12-03-22|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-27 |
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