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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| OR | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Oswego | OR | 06/2019 | 02/2021 |
| Bank Of America N.A. | Lake Oswego | OR | 06/2019 | 02/2021 |
| China Citic Bank International Limited | New York | NY | 04/2018 | 05/2019 |
| Unemployed | Portland | OR | 05/2019 | 06/2019 |
| Unemployed | Berkeley | CA | 12/2017 | 04/2018 |
| University Of California Berkeley | Berkeley | CA | 08/2013 | 12/2017 |
| Cal Call Center | Berkeley | CA | 09/2016 | 11/2016 |
| Tempus | Hayward | CA | 05/2017 | 07/2017 |
| Fidelity Investments | Portland | OR | 08/2022 | Present |
| Unemployed | Portland | OR | 02/2021 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-26 |
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