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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
434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Mountain View | CA | 04/2017 | 12/2018 |
| Jpmorgan Chase Bank | Mountain View | CA | 04/2017 | 12/2018 |
| Citibank N.A. | Sunnyvale | CA | 09/2014 | 03/2017 |
| Charles Schwab & Co., Inc. | Los Altos | CA | 12/2018 | 01/2020 |
| Charles Schwab Bank | Los Altos | CA | 12/2018 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mountain View | CA | 01/2020 | 02/2020 |
| Bank Of America, N.A. | Mountain View | CA | 01/2020 | 05/2020 |
| Fidelity Brokerage Services | Los Gatos | CA | 05/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-17 |
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