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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
851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Marlborough | MA | 05/2004 | 09/2017 |
| Charles Schwab & Co., Inc | New York | NY | 09/2017 | 04/2021 |
| Charles Schwab Bank | New York | NY | 09/2017 | 04/2021 |
| Unemployed | San Mateo | CA | 04/2021 | 01/2022 |
| Ameriprise Financial Services, Llc | San Diego | CA | 01/2022 | 01/2023 |
| Fidelity Investments | Campbell | CA | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-18 |
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