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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_RES | 2025-03-31 |
Branch Locations
601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States
1000 4Th Street, San Rafael, CA 94901-3122 • United States
Santa Rosa, 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 |
|---|---|---|---|---|
| Private Client Services, Inc. | Tiburon | CA | 06/2007 | 05/2019 |
| Paulson Investment Company, Llc | San Francisco | CA | 07/2018 | 04/2019 |
| Fidelity Brokerage Services Llc | Larkspur | CA | 05/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Quest Capital Strategies, Inc. | Lake Forest | CA | 12/2016 | 03/2018 |
OBA-106406|OrgNmn:Fire Arms & Martial Arts Instructor|Org Addr:Richmond ,California,US|OBA Nature:teaching people to safely use |Invst Rel:N|Title:Instructor|Duties:hourly on weekend upon demand instruction|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-106407|OrgNmn:Polo4All / Golden Gate Polo Club|Org Addr:Santa Rosa,California,US|OBA Nature:Equestrian Sport Polo Instruct|Invst Rel:N|Title:Instructor|Duties:Teaching POLO outside of business hours and on weekends/holidays |StrtDt:03-31-24|TotHrs/mon:8|TrdHrs/mon:0|OBA-124728|OrgNmn:Author/Writer|Org Addr:Santa Rosa,California,US|OBA Nature:Writer/Author|Invst Rel:N|Title:Writer/Author|Duties:Writer/Author|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-05 |
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