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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
5520 Kietzke Ln Suite 100, Reno, NV 89511-3040 • United States
Reno, NV • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Reno | NV | 07/2015 | 03/2023 |
| Wells Fargo Advisors, Llc | Reno | NV | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reno | NV | 11/2016 | 03/2023 |
| Fidelity Investments | Reno | NV | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-12 |
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