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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-15 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
2900 W. Alameda Ave Ste 150, Burbank, CA 91505-4241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Glendale | CA | 07/2015 | 03/2017 |
| First Republic Securities Company, Llc | Los Angeles | CA | 02/2023 | 08/2023 |
| California State Polytechnic University, Pomona | Pomona | CA | 06/2014 | 06/2017 |
| Bank Of America, N.A. | Los Angeles | CA | 09/2023 | 08/2024 |
| Unemployed | Los Angeles | CA | 06/2017 | 09/2017 |
| First Republic Bank | Los Angeles | CA | 07/2019 | 10/2022 |
| Fidelity Investments | Burbank | CA | 08/2024 | Present |
| First Republic Investment Management Inc | Los Angeles | CA | 10/2022 | 08/2023 |
| City National Bank | Los Angeles | CA | 09/2017 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 08/2023 | 08/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-07 |
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