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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
San Francisco, CA • United States
8 Montgomery St, San Francisco, CA 94104-4625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 09/2021 | Present |
| Exact Sciences Corp | Redwood City | CA | 02/2019 | 08/2021 |
| Gnc | San Francisco | CA | 07/2019 | 07/2020 |
| Pro Unlimited Inc | San Francisco | CA | 10/2018 | 12/2018 |
| Pro Unlimited Inc | San Francisco | CA | 07/2018 | 09/2018 |
| Gnc | San Francisco | CA | 06/2017 | 08/2017 |
| Ohio Wesleyan University | Delaware | OH | 08/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
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