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85 Willow Road, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-11 |
| CO | RA | APPROVED | 2026-06-10 |
Branch Locations
85 Willow Road, Menlo Park, CA 94025 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Inc. | Greenwood Village | CO | 09/2021 | 01/2026 |
| Publix Supermarkets | Miami | FL | 04/2021 | 07/2021 |
| Indiana University Athletic Dept. | Bloomington | IN | 10/2019 | 03/2020 |
| The Preiss Company | Bloomington | IN | 10/2018 | 05/2019 |
| Toledo It Of South Florida | Miami | FL | 09/2020 | 08/2021 |
| Primedica Inc. | Miami | FL | 04/2018 | 01/2020 |
| Indiana University | Bloomington | IN | 04/2020 | 08/2020 |
| Indiana University | Bloomington | IN | 09/2016 | 09/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 01/2026 |
| Robinhood Markets, Inc. | Menlo Park | CA | 02/2026 | Present |
| Robinhood Asset Management, Llc | Menlo Park | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
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