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Account
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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
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 08/2016 | 11/2016 |
| Wells Fargo Bank | San Francisco | CA | 11/2013 | 01/2023 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 01/2023 |
| Fidelity Investmnets | Burlingame | CA | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-22 |
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