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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
Burlingame, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Autobound | Santa Clara | CA | 06/2022 | 07/2022 |
| Unemployed | Burlingame | CA | 06/2019 | 09/2019 |
| Unemployed | Santa Clara | CA | 05/2024 | 06/2024 |
| Unemployed | San Francisco | CA | 06/2023 | 08/2023 |
| Equitable Advisors | San Francisco | CA | 08/2023 | 11/2023 |
| Fidelity Investments | Burlingame | CA | 06/2026 | Present |
| The Bay Club | Redwood City | CA | 06/2021 | 09/2021 |
| Merrill | San Francisco | CA | 06/2024 | 05/2026 |
| Saint Ignatius College Preparatory | San Francisco | CA | 09/2014 | 06/2019 |
| Santa Clara University | Santa Clara | CA | 09/2021 | 11/2021 |
| Silicon Valley Medical Development | Santa Clara | CA | 07/2022 | 11/2022 |
| Santa Clara University | Santa Clara | CA | 09/2019 | 06/2021 |
| Unemployed | Burlingame | CA | 05/2026 | 06/2026 |
| The Bay Club | Santa Clara | CA | 11/2021 | 06/2022 |
| Equitable Advisors | San Francisco | CA | 11/2023 | 05/2024 |
| Santa Clara University | Santa Clara | CA | 11/2022 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-25 |
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