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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
2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States
Santa Clara, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Los Altos | CA | 05/2017 | 03/2020 |
| Jp Morgan Chase Bank | Los Altos | CA | 05/2017 | 03/2020 |
| Citibank | Mountain View | CA | 10/2016 | 04/2017 |
| Lyft Inc | San Francisco | CA | 08/2016 | 10/2016 |
| Door Dash | San Francisco | CA | 08/2016 | 10/2016 |
| Dinga Llc | Foster City | CA | 01/2021 | 06/2022 |
| Jp Morgan Wealth Management | Los Altos | CA | 03/2020 | 06/2022 |
| Fidelity Investments | Mountain View | CA | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-119336|OrgNmn:Rebirth Rentals LLC|Org Addr:Menlo Park,California,US|OBA Nature:Peer to Peer Car Rental Via Tu|Invst Rel:N|Title:Partner|Duties:renting out my personal vehicles on turo outside of business hours.|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-88929|OrgNmn:DINGA LLC|Org Addr:Foster Cit,California,US|OBA Nature:Holding company for Rental Pro|Invst Rel:Y|Title:Part Owner|Duties:help maintain property |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-15 |
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