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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 | 2025-03-31 |
Branch Locations
2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | El Cerrito | CA | 05/2014 | 09/2021 |
| Jp Morgan Chase Bank | El Cerrito | CA | 01/2014 | 09/2021 |
| Norwex Usa, Inc. | Coppell | TX | 05/2015 | 10/2018 |
| Fidelity Investments | Walnut Creek | CA | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-06 |
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