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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
8 Montgomery St, San Francisco, CA 94104-4625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | San Francisco | CA | 04/2023 | Present |
| Beneficial State Bank | Oakland | CA | 05/2021 | 03/2023 |
| International English Language Testing System Test Center | San Francisco | CA | 10/2020 | 03/2023 |
| Bank Of America | San Francisco | CA | 06/2020 | 07/2020 |
| Cooperative Bank Of Kenya | Nairobi | 01/2015 | 07/2019 | |
| Un-Employed | San Francisco | CA | 08/2019 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-24 |
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