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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
Mountain View, CA • United States
Mountain View, CA • United States
2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States
2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Mountain View | CA | 09/2019 | Present |
| Cal Poly, San Luis Obispo | San Luis Obispo | CA | 01/2018 | 06/2019 |
| Sephora | Corte Madera | CA | 12/2017 | 01/2018 |
| Dodge & Cox | San Francisco | CA | 06/2018 | 08/2018 |
| Ep Wealth Advisors | Lafayette | CA | 06/2017 | 08/2017 |
| Cal Poly, San Luis Obispo | San Luis Obispo | CA | 09/2015 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-18 |
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