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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
601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Larkspur | CA | 07/2024 | Present |
| Strategic Project Solutions | San Francisco | CA | 02/2020 | 09/2020 |
| Castle Placement | New York | NY | 06/2022 | 07/2024 |
| Self Employed | San Francisco | CA | 05/2017 | 02/2020 |
| Credit Suisse Securities (Usa) Llc | San Francisco | CA | 03/2016 | 05/2017 |
| Impactadvisor Llc | San Francisco | CA | 07/2019 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-11 |
| S66 | Uniform Combined State Law Examination | 2024-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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