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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Morgan Hill | CA | 08/2016 | 11/2019 |
| Jpmorgan Chase Bank | San Jose | CA | 08/2016 | 11/2019 |
| Edward Jones | San Jose | CA | 11/2019 | 03/2020 |
| Wells Fargo Clearing Services, Llc | Gilroy | CA | 04/2020 | 03/2021 |
| Wells Fargo Bank, Na | Gilroy | CA | 04/2020 | 03/2021 |
| Charles Schwab & Co., Inc. | Soquel | CA | 03/2021 | 12/2021 |
| Charles Schwab Bank, Ssb | Soquel | CA | 03/2021 | 12/2021 |
| Fidelity Investments | Covington | KY | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-03 |
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