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Account
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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
San Francisco, CA • United States
8 Montgomery St, San Francisco, CA 94104-4625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Reno | NV | 07/2017 | 11/2018 |
| Unemployment | Las Vegas | NV | 02/2017 | 07/2017 |
| Wells Fargo Bank, N.A. | Reno | NV | 03/2015 | 02/2017 |
| Charles Schwab & Co., Inc. | Reno | NV | 11/2018 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reno | NV | 02/2020 | 05/2022 |
| Bank Of America, N.A. | Reno | NV | 02/2020 | 05/2022 |
| T. Rowe Price Investment Services, Inc. | San Francisco | CA | 05/2022 | 02/2023 |
| Fidelity Investments | San Francisco | CA | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-13 |
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