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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
398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smartbiz Loans | San Francisco | CA | 01/2021 | 09/2021 |
| Bay Club Company | Los Gatos | CA | 01/2015 | 09/2021 |
| Full Time Student | San Jose | CA | 12/2010 | 06/2020 |
| Fidelity Investments | Sunnyvale | CA | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-64906|OrgNmn:Lail Auto Detailing|Org Addr:San Jose,California,US|OBA Nature:Automotive Wash and Detailing|Invst Rel:N|Title:Sole Proprietor|Duties:Self Operated so no real dutites or obligations. Its on a need basis or whenever I have time on the weekends. Mostly in the spring or summer|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-28 |
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