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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-08-03 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Burlingame | CA | 11/2025 | Present |
| Uc Davis | Davis | CA | 08/2023 | 11/2025 |
| Ef Hutton | New York | NY | 07/2023 | 08/2023 |
| Uc Davis | Davis | CA | 08/2022 | 07/2023 |
| Provenir | San Jose | CA | 05/2022 | 08/2022 |
| University Of San Francisco | San Francisco | CA | 08/2021 | 05/2022 |
| Presentation High School | San Jose | CA | 08/2017 | 08/2021 |
| Stratford School | Fremont | CA | 01/2014 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-28 |
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