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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_RES | 2025-03-31 |
Branch Locations
Redwood City, CA • United States
251 University Avenue, Palo Alto, CA 94301-1714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Francisco | CA | 08/2018 | 09/2019 |
| Jp Morgan Chase Bank | San Francisco | CA | 08/2012 | 08/2018 |
| Fidelity Brokerage Services | Palo Alto | CA | 09/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-13 |
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