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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | San Diego | CA | 01/2015 | 08/2018 |
| Jp Morgan Securities Llc | San Diego | CA | 01/2015 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | Lantana | TX | 08/2018 | 03/2021 |
| Jpmorgan Securities Llc | Lantana | TX | 08/2018 | 03/2021 |
| Fisher Investments | Plano | TX | 03/2021 | 10/2021 |
| Fidelity Investments | Westlake | TX | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-25 |
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