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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-13 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
251 University Avenue, Palo Alto, CA 94301-1714 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 03/2022 | 12/2024 |
| Jpmorgan Chase Bank, National Association | Los Angeles | CA | 10/2021 | 03/2022 |
| Citibank, Na | Santa Monica | CA | 06/2018 | 10/2021 |
| Mufg Union Bank, N.A. | Torrance | CA | 12/2015 | 06/2018 |
| Bank Of America, N.A. | Beverly Hills | CA | 05/2022 | 12/2024 |
| Fidelity Investments | Sunnyvale | CA | 12/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-13 |
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