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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
8 Montgomery St, San Francisco, CA 94104-4625 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 06/2017 | 01/2018 |
| Unemployed | East Brunswick | NJ | 03/2015 | 02/2017 |
| Bank Of America, N.A. | Los Angeles | CA | 01/2018 | 01/2018 |
| Jp Morgan Chase Bank, N.A. | Irvine | CA | 02/2018 | 02/2022 |
| Jp Morgan Securities, Llc | Irvine | CA | 02/2018 | 02/2022 |
| Unemployed | Studio City | CA | 03/2017 | 05/2017 |
| Fidelity Investments | Brea | CA | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-19 |
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