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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-16 |
| CA | RA | APPROVED | 2025-03-31 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 06/2020 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorparated | Palo Alto | CA | 06/2019 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorparated | Menlo Park | CA | 06/2018 | 08/2018 |
| Strategic Retirement Partners | Redwood City | CA | 05/2017 | 08/2017 |
| California State University | Chico | CA | 09/2016 | 06/2019 |
| Unemployed | Redwood | CA | 06/2016 | 09/2016 |
| California State University | Chico | CA | 08/2019 | 06/2020 |
| Bank Of America, N.A. | Palo Alto | CA | 11/2020 | 08/2021 |
| E*Trade Securities Llc | Menlo Park | CA | 08/2021 | 10/2023 |
| E*Trade Capital Management Llc | Menlo Park | CA | 08/2021 | 10/2023 |
| Morgan Stanley | Menlo Park | CA | 03/2023 | 10/2023 |
| Morgan Stanley | Menlo Park | CA | 09/2023 | 10/2023 |
| Morgan Stanley | Menlo Park | CA | 09/2023 | 10/2023 |
| Fidelity Brokerage Services Llc | Burlingame | CA | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-18 |
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