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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
San Francisco, CA • United States
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Burlingame | CA | 08/2024 | Present |
| Unemployed | San Francisco | CA | 02/2024 | 08/2024 |
| Lifestyles Hot Tubs | Dewitt | MI | 08/2016 | 05/2017 |
| Agrofresh | San Francisco | CA | 12/2020 | 01/2024 |
| Agrofresh | Philadelphia | PA | 08/2019 | 12/2020 |
| Agrofresh | Philadelphia | PA | 05/2017 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-03 |
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