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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-18 |
| CA | RA | APPROVED | 2026-04-01 |
Branch Locations
8 Montgomery St, San Francisco, CA 94104-4625 • United States
Walnut Creek, CA • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Danville | CA | 09/2022 | 06/2025 |
| Wells Fargo Bank, Na | Danville | CA | 09/2019 | 06/2025 |
| Mcdonalds | Lafayette | CA | 03/2020 | 04/2020 |
| Cox Corporation Or Bay Area Oil Management Co | San Ramon | CA | 08/2019 | 09/2019 |
| Kum And Go | Colorado Springs | CO | 01/2019 | 08/2019 |
| Us Army | Joint Base Lewis Mcchord | WA | 09/2017 | 01/2019 |
| Mcdonalds | Colorado Springs | CO | 05/2015 | 06/2017 |
| Xerox | Colorado Springs | CO | 11/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dublin | CA | 06/2025 | 02/2026 |
| Bank Of America, N.A. | Dublin | CA | 09/2025 | 02/2026 |
| Fidelity Investments | San Francisco | CA | 03/2026 | Present |
| Fidelity Brokerage Services Llc | San Francisco | CA | 04/2026 | Present |
| Strategic Advisers Llc | San Francisco | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
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