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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-16 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Santa Clara | CA | 07/2014 | 11/2017 |
| Jpmorgan Chase Bank | Santa Clara | CA | 07/2014 | 11/2017 |
| Citigroup | Cupertino | CA | 11/2017 | 10/2022 |
| Fidelity Investments | Sunnyvale | CA | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-93461|OrgNmn:SJ Seafoods|Org Addr:san jose,California,US|OBA Nature:selling live/frozen seafoods|Invst Rel:N|Title:Owner|Duties:Owner|StrtDt:01-01-22|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-09 |
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