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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_RES | 2025-03-31 |
Branch Locations
El Cerrito, CA • United States
601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 02/2020 |
| Jpmorgan Chase Co | El Cerrito | CA | 07/2018 | 09/2018 |
| Na | Na | CA | 09/2017 | 06/2018 |
| Foresters Financial | Walnut Creek | CA | 06/2017 | 08/2017 |
| Na | Na | CA | 07/2016 | 06/2017 |
| Fidelity Brokerage Services | Larkspur | CA | 05/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-30 |
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