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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-12-02 |
| CA | RA | APPROVED | 2024-03-19 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Palo Alto | CA | 07/2004 | 04/2018 |
| Strategic Advisers, Llc | Palo Alto | CA | 07/2004 | 04/2018 |
| Voya Financial Advisors, Inc. | Sunnyvale | CA | 05/2018 | 08/2023 |
| Unemployed | Sunnyvale | CA | 09/2023 | 02/2024 |
| Missionsquare Investment Services | Washington | DC | 03/2024 | Present |
| Missionsquare Retirement | Washington | DC | 03/2024 | Present |
Name: In Home Support Services. Non-investment related. Nature of Business: Help the elderly stay in their homes. Address: 353 W Julian St, San Jose, Ca 95110. Position: Care giver. Start Date: 03/01/2024. Number of hours per month devoted to other business 80; during securities trading hours 0. Duties: I help care for an elderly person provide shopping help and housekeeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-27 |
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