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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-22 |
| TX | RA | APPROVED | 2025-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Foster City | CA | 05/2023 | 07/2024 |
| Unemployed | San Francisco | CA | 08/2018 | 10/2018 |
| Bank Of America, N.A. | San Francisco | CA | 11/2021 | 05/2023 |
| Brio Financial Group | San Francisco | CA | 11/2024 | 12/2024 |
| Po Teng | San Francisco | CA | 01/2020 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 11/2021 | 05/2023 |
| Agl Employee Distributors | San Francisco | CA | 11/2018 | 01/2020 |
| Fidelity Investments | San Francisco | CA | 03/2025 | Present |
| Healthright 360 | San Francisco | CA | 09/2017 | 05/2018 |
| County Of Santa Cruz | Santa Cruz | CA | 04/2018 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | Foster City | CA | 05/2023 | 07/2024 |
| Unemployed | San Francisco | CA | 12/2024 | 03/2025 |
| Community Youth Center | San Francisco | CA | 09/2015 | 09/2017 |
| Asian American Recovery Services | San Francisco | CA | 09/2017 | 04/2018 |
| Happy Learning Center Llc | San Francisco | CA | 07/2014 | 10/2022 |
| Unemployed | San Francisco | CA | 08/2024 | 10/2024 |
| Aig | Foster City | CA | 11/2018 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-09 |
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