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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
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Tin Roof | Spokane | WA | 07/2021 | 08/2021 |
| Oakwood Athletic Club | Lafayette | CA | 05/2019 | 01/2020 |
| Discount Tire: America's Tire | Walnut Creek | CA | 08/2017 | 02/2018 |
| Fidelity Investments | Burlingame | CA | 12/2022 | Present |
| Unemployed | Lafayette | CA | 01/2012 | 08/2017 |
| Unemployed | Lafayette | CA | 02/2018 | 07/2018 |
| Doordash | Lafayette | CA | 07/2018 | 08/2018 |
| Unemployed | Spokane | WA | 08/2018 | 05/2019 |
| Unemployed | Spokane | WA | 01/2020 | 03/2020 |
| Doordash | Spokane | WA | 03/2020 | 07/2021 |
| Unemployed | Spokane | WA | 08/2021 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-10 |
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