Priya Sagar

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-02-11
CA	RA	APPROVED	2025-03-31

Branch Locations

Sunnyvale, CA • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Portland	OR	03/2018	12/2019
Wells Fargo Private Bank	Portland	OR	05/2017	03/2018
Unemployed	Portland	OR	05/2016	05/2017
Bank Of America, N.A.	Portland	OR	03/2018	12/2019
Jp Morgan Securities, Llc	Los Altos	CA	12/2019	06/2022
Jp Morgan Chase Bank, N.A.	Los Altos	CA	12/2018	06/2022
Citigroup Global Markets Inc.	San Francisco	CA	06/2022	03/2024
Fidelity Investments	Sunnyvale	CA	03/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2018 → 12/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Portland, OR
05/2017 → 03/2018

Wells Fargo Private Bank

Portland, OR
05/2016 → 05/2017

Unemployed

Portland, OR
03/2018 → 12/2019

Bank Of America, N.A.

Portland, OR
12/2019 → 06/2022

Jp Morgan Securities, Llc

Los Altos, CA
12/2018 → 06/2022

Jp Morgan Chase Bank, N.A.

Los Altos, CA
06/2022 → 03/2024

Citigroup Global Markets Inc.

San Francisco, CA
03/2024 → Present

Fidelity Investments

Sunnyvale, CA
03/2025 → Present

Fidelity Investments

Boston, MA

2024-05-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Sunnyvale, CA
2022-06-29 → 2024-04-22

Citigroup Global Markets Inc.

San Francisco, CA

Los Angeles, CA

Palo Alto, CA
2019-12-17 → 2022-06-04

J.P. Morgan Securities Llc

Los Altos, CA

Mountain View, CA

Palo Alto, CA
2019-08-02 → 2019-12-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Portland, OR

San Francisco, CA

New York, NY

Los Angeles, CA

Palo Alto, CA

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-31

Other Firms