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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-28 |
| TX | RA | APPROVED | 2025-05-28 |
Branch Locations
4500 A Tassajara Road, Dublin, CA 94568-4608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Dublin | CA | 10/2024 | Present |
| Pharmerica | Union City | CA | 12/2003 | 10/2024 |
| Stanford Health Care | Palo Alto | CA | 01/2022 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-15 |
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