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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
Walnut Creek, CA • United States
1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States
2120 University Ave, Berkeley, CA 94704-1026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sonoma State Recreation Center | Rohnert Park | CA | 10/2018 | 12/2019 |
| Sonoma State Basketball | Rohnert Park | CA | 07/2019 | 07/2022 |
| Sonoma State School Of Businss And Economics | Rohnert Park | CA | 04/2023 | 07/2023 |
| Fidelity Investments | Berkeley | CA | 09/2023 | Present |
| Sonoma State University | Rohnert Park | CA | 08/2018 | 05/2023 |
| Clayton Valley Charter High School | Concord | CA | 08/2014 | 08/2018 |
| Doordash | Rohnert Park | CA | 12/2020 | 09/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-11 |
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