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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
398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States
San Mateo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Sunnyvale | CA | 05/2023 | Present |
| Jpmorgan Chase | Foster City | CA | 07/2022 | 05/2023 |
| Tpumps | Foster City | CA | 06/2019 | 07/2022 |
| Hanano Ramen | Orange | CA | 11/2021 | 03/2022 |
| Shangpharma Innovations Inc | South San Francisco | CA | 12/2020 | 02/2021 |
| Unemployed | N/A | CA | 06/2013 | 06/2019 |
| Chapman University | Orange | CA | 08/2018 | 05/2019 |
| Chapman University | Orange | CA | 08/2019 | 05/2020 |
| Chapman University | Orange | CA | 08/2020 | 05/2021 |
| Chapman University | Orange | CA | 08/2021 | 01/2022 |
| Chapman University | Orange | CA | 01/2022 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-07 |
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