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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Irvine | CA | 06/2013 | 02/2017 |
| Charles Schwab & Co., Inc. | Los Angeles | CA | 10/2017 | 06/2020 |
| Uber Technologies, Inc | San Francisco | CA | 05/2017 | 09/2017 |
| Lyft | San Francisco | CA | 05/2017 | 09/2017 |
| Charles Schwab Bank | Los Angeles | CA | 10/2017 | 06/2020 |
| Fidelity Brokerage Services | Mountain View | CA | 07/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-31 |
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