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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-13 |
Branch Locations
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellesley Partners | Hong Kong | 05/2023 | 08/2023 | |
| Gochi Hk | Hong Kong | 06/2022 | 08/2022 | |
| Hong Kong International School | Hong Kong | 01/2016 | 06/2021 | |
| University Of Colorado Boulder | Boulder | CO | 08/2021 | 05/2025 |
| Gochi Hk | Hong Kong | 06/2021 | 07/2021 | |
| Fidelity Investments | Burlingame | CA | 01/2026 | Present |
| Unemployed | Bellevue | WA | 05/2025 | 01/2026 |
| Unemployed | Hong Kong | 07/2021 | 08/2021 | |
| Fidelity Investments | Greenwood Village | CO | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-07 |
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