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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-26 |
| CA | RA | APPROVED | 2025-09-25 |
Branch Locations
851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States
San Jose, CA • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 03/2013 | 03/2022 |
| Charles Schwab & Co., Inc. | San Ramon | CA | 04/2022 | 05/2025 |
| Fidelity Investments | Campbell | CA | 06/2025 | Present |
| Fidelity Brokerage Services, Llc | Campbell | CA | 01/2026 | Present |
| Strategic Advisers, Llc | Campbell | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-13 |
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