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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-12 |
Branch Locations
251 University Avenue, Palo Alto, CA 94301-1714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc. | Vallejo | CA | 10/2019 | 02/2025 |
| Jp Morgan Chase, N.A. | Vallejo | CA | 10/2019 | 04/2021 |
| Lazboy | Fairfield | CA | 08/2019 | 09/2019 |
| California State University Monterey Bay | Seaside | CA | 08/2018 | 05/2019 |
| A'vIands | Seaside | CA | 11/2018 | 12/2018 |
| Chiptole | Marina | CA | 02/2018 | 05/2018 |
| Sears Holding | Fairfield | CA | 11/2016 | 07/2017 |
| Solano Community College | Fairfield | CA | 01/2015 | 10/2016 |
| Full Time Education | Seaside | CA | 08/2017 | 05/2019 |
| Unemployed | Fairfield | CA | 06/2019 | 07/2019 |
| Charles Schwab & Co., Inc. | Davis | CA | 02/2025 | 07/2026 |
| Charles Schwab Bank | Davis | CA | 02/2025 | 07/2026 |
| Fidelity Investments | Palo Alto | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
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