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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED | 2026-07-10 |
Branch Locations
251 University Avenue, Palo Alto, CA 94301-1714 • United States
Millbrae, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vici Collection Llc | Concord | CA | 09/2018 | 04/2022 |
| Unemployed | Danville | CA | 06/2018 | 09/2018 |
| Everlane Inc | San Francisco | CA | 02/2018 | 06/2018 |
| Full-Time Education | San Francisco | CA | 08/2017 | 02/2018 |
| Nordstrom Inc | Walnut Creek | CA | 06/2017 | 08/2017 |
| Full Time Education - Study Abroad | Barcelona | 01/2017 | 05/2017 | |
| Nordstrom Inc | Walnut Creek | CA | 11/2016 | 12/2016 |
| Mgk Style | San Francisco | CA | 03/2016 | 10/2016 |
| Fidelity Investments | San Francisco | CA | 05/2022 | 10/2025 |
| Unemployed | San Francisco | CA | 10/2025 | 05/2026 |
| Fidelity Investments | Palo Alto | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
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