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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED | 2025-12-10 |
Branch Locations
2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Mountain View | CA | 08/2025 | Present |
| Scharf Investments, Llc | Los Gatos | CA | 01/2025 | 06/2025 |
| Santa Clara University | Santa Clara | CA | 08/2024 | 06/2025 |
| Japantown Dental | San Jose | CA | 03/2021 | 08/2022 |
| Jpmorgan Chase & Co | San Jose | CA | 07/2022 | 08/2024 |
| Unemployment | San Jose | CA | 06/2025 | 08/2025 |
| Evergreen Valley College | San Jose | CA | 08/2020 | 08/2023 |
| Piedmont Hills High School | San Jose | CA | 08/2016 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
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