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601 California Street Suite 300, San Francisco, CA 94108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Oregon | Eugene | OR | 09/2014 | 12/2016 |
| Fidelity Brokerage Services Llc | Torrance | CA | 12/2016 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2024 |
| Main Management Llc | San Francisco | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-12 |
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