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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
1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States
2120 University Ave, Berkeley, CA 94704-1026 • United States
Berkeley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkeley Unified School District | Berkeley | CA | 10/2021 | 03/2023 |
| The Lapham Company | Berkeley | CA | 04/2022 | 03/2023 |
| Tpr Education (The Princeton Review) | Berkeley (Remote) | CA | 09/2021 | 03/2023 |
| Ikea Us Retail | Emeryville | CA | 11/2020 | 11/2021 |
| University Of California, Berkeley | Berkeley | CA | 05/2019 | 05/2020 |
| Self-Employed | San Francisco | CA | 09/2017 | 09/2017 |
| Unemployed | Berkeley | CA | 05/2020 | 11/2020 |
| Full-Time Education | Berkeley | CA | 08/2017 | 05/2021 |
| Unemployed | San Francisco | CA | 05/2017 | 08/2017 |
| Full-Time Education | San Francisco | CA | 03/2013 | 05/2017 |
| Fidelity Investments | Berkeley | CA | 03/2023 | 08/2023 |
| Fidelity Investments | Berkeley | CA | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-97863|OrgNmn:The Lapham Company|Org Addr:Oakland,California,US|OBA Nature:real estate residential proper|Invst Rel:Y|Title:Employee|Duties:I am the Resident Manager of the apartment building I live in, which is a part-time job. I live in the building and help tenants if they have |StrtDt:|TotHrs/mon:32|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-31 |
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