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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
398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Carlos | CA | 11/2019 | 09/2023 |
| Jpmorgan Chase Bank, N.A. | San Carlos | CA | 11/2019 | 09/2023 |
| Jpmorgan Chase Bank N.A. | San Carlos | CA | 01/2016 | 11/2019 |
| Uber | Redwood City | CA | 09/2019 | 11/2020 |
| Ross Stores Inc | Dublin | CA | 10/2016 | 11/2016 |
| Fidelity Investments | Sunnyvale | CA | 12/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-24 |
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