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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
251 University Avenue, Palo Alto, CA 94301-1714 • United States
Milpitas, CA • 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 |
|---|---|---|---|---|
| Unemployed | Davis | CA | 09/2014 | 10/2016 |
| Langstaff Inc | Davis | CA | 10/2016 | 02/2017 |
| Uber | San Francisco | CA | 04/2017 | 07/2018 |
| Principal Life Insurance | San Jose | CA | 06/2018 | 09/2018 |
| Principal Securities Inc | San Jose | CA | 07/2018 | 09/2018 |
| Unemployed | Davis | CA | 02/2017 | 04/2017 |
| Unemployed | Milpitas | CA | 01/2024 | 05/2024 |
| Pruco Securities, Llc. | San Jose | CA | 09/2018 | 01/2024 |
| Prudential Insurance Company Of America | San Jose | CA | 01/2019 | 01/2024 |
| Fidelity Investments | Palo Alto | CA | 05/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-20 |
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