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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| CA | RA | APPROVED | 2026-05-27 |
Branch Locations
San Francisco, CA • United States
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 |
|---|---|---|---|---|
| Lpl Enterprise Llc | San Jose | CA | 10/2025 | 12/2025 |
| Unemployed | Danville | CA | 06/2025 | 08/2025 |
| Santa Clara University | Santa Clara | CA | 09/2024 | 06/2025 |
| Ferrotec Corp. | Livermore | CA | 08/2024 | 09/2024 |
| Unemployed | Danville | CA | 06/2024 | 08/2024 |
| Santa Clara University | Santa Clara | CA | 09/2023 | 06/2024 |
| Moraleshr | San Jose | CA | 06/2023 | 09/2023 |
| Santa Clara University | Santa Clara | CA | 09/2022 | 06/2023 |
| Commex Consulting | Flower Mound | TX | 06/2022 | 09/2022 |
| Santa Clara University | Santa Clara | CA | 09/2021 | 06/2022 |
| Unemployed | Danville | CA | 06/2021 | 09/2021 |
| Monte Vista High School | Danville | CA | 08/2020 | 06/2021 |
| Unemployed | Danville | CA | 06/2020 | 08/2020 |
| Monte Vista High School | Danville | CA | 08/2019 | 06/2020 |
| Unemployed | Danville | CA | 06/2019 | 08/2019 |
| Monte Vista High School | Danville | CA | 08/2018 | 06/2019 |
| Unemployed | Danville | CA | 06/2018 | 08/2018 |
| Monte Vista High School | Danville | CA | 08/2017 | 06/2018 |
| Unemployed | Danville | CA | 06/2017 | 08/2017 |
| Diablo Vista Middle School | Danville | CA | 08/2016 | 06/2017 |
| Fidelity Investment | Sunnyvale | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
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