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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
1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States
2120 University Ave, Berkeley, CA 94704-1026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 11/2016 | 09/2018 |
| Unemployed | San Francisco | CA | 07/2016 | 10/2016 |
| Bank Of America, N.A. | Menlo Park | CA | 04/2017 | 09/2018 |
| Fidelity Brokerage Services Llc | Mountain View | CA | 10/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-16 |
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