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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Jose | CA | 01/2018 | 05/2020 |
| Unemployed | N/A | CA | 02/2010 | 12/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2018 | 05/2020 |
| Wells Fargo Clearing Services, Llc | Santa Clara | CA | 05/2020 | 08/2021 |
| Wells Fargo Bank, Na | Santa Clara | CA | 05/2020 | 08/2021 |
| Fidelity Investments | Palo Alto | CA | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-26 |
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