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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-05 |
Branch Locations
3945 Freedom Cir Suite 450, Santa Clara, CA 95054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 02/2010 | 09/2016 |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 10/2016 | 03/2019 |
| Strategic Advisers, Inc. | Salt Lake City | UT | 11/2013 | 09/2016 |
| Tiaa | Salt Lake City | UT | 10/2016 | 03/2019 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 04/2019 | 03/2024 |
| Edelman Financial Engines | Santa Clara | CA | 09/2024 | Present |
| Silicon Valley Capital Partners | San Jose | CA | 05/2024 | 09/2024 |
1) Association For Latino Professionals for America; INVESTMENT RELATED: No; ADDRESS: 3571 Far West Blvd #3695, Austin, TX, 78731; NATURE: Civil and Social Organization; POSITION: Co-Director of Student Affairs; START DATE: 02/01/2022; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Coordinate student Chapters, members, and student networks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-06 |
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