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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgeview Folsom Llc | Oakland | CA | 10/2018 | 10/2020 |
| Fidelity Investments | San Jose | CA | 01/2026 | Present |
| Wente Family Estates | Livermore | CA | 09/2013 | 10/2018 |
| Unemployed | San Jose | CA | 10/2020 | 04/2021 |
| Rw Leadership Coaching Llc | San Jose | CA | 04/2021 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-23 |
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