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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Campbell | CA | 11/2015 | 10/2017 |
| Charles Schwab & Co., Inc. | Walnut Creek | CA | 10/2017 | 09/2020 |
| Charles Schwab Bank | Walnut Creek | CA | 10/2017 | 09/2020 |
| Fidelity Investments | Reno | NV | 09/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-03 |
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