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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-21 |
Branch Locations
4500 A Tassajara Road, Dublin, CA 94568-4608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors | Walnut Creek | CA | 11/2025 | 07/2026 |
| Unemployed | San Ramon | CA | 05/2025 | 11/2025 |
| Techtronic Industries | San Ramon | CA | 06/2023 | 08/2023 |
| Full-Time Education | Tucson | AZ | 08/2022 | 06/2023 |
| Full-Time Education | San Ramon | CA | 08/2007 | 05/2022 |
| Full-Time Education | Tucson | AZ | 10/2024 | 05/2025 |
| Fester & Chapman | Scottsdale | AZ | 05/2024 | 10/2024 |
| Home Depot | San Ramon | CA | 05/2022 | 08/2022 |
| Full-Time Education | Tucson | AZ | 08/2023 | 05/2024 |
| Fidelity Investments | Dublin | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-10 |
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