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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Dublin | CA | 10/2015 | 01/2018 |
| Unemployed | Hayward | CA | 01/2018 | 05/2018 |
| Jp Morgan Securities Llc | Oakland | CA | 05/2018 | 06/2022 |
| Jp Morgan Chase Bank, N.A. | Oakland | CA | 05/2018 | 06/2022 |
| Fidelity Investments | Mountain House | CA | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-104108|OrgNmn:Boujee Bar LLC|Org Addr:Mountain H,California,US|OBA Nature:Dessert cart with cotton candy|Invst Rel:N|Title:Owner|Duties:rent dessert carts out|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-11 |
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