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One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Dallas | TX | 04/2001 | Present |
| Strategic Advisors, Inc | Westlake | TX | 10/2003 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Baker Avenue Asset Management, Lp | San Francisco | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-20 |
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