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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 | 2025-03-31 |
Branch Locations
8 Montgomery St, San Francisco, CA 94104-4625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 07/2016 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 09/2018 | 06/2024 |
| Jp Morgan Securities Llc | San Francisco | CA | 09/2018 | 06/2024 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 06/2024 | 07/2024 |
| Fidelity Investments | San Francisco | CA | 07/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-23 |
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