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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-22 |
Branch Locations
851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Half Moon Bay | CA | 12/2023 | 06/2025 |
| Verkada | San Mateo | CA | 07/2023 | 10/2023 |
| Uc Santa Barbara | Goleta | CA | 08/2022 | 06/2023 |
| Trader Joe'S | Santa Barbara | CA | 02/2022 | 01/2023 |
| Kpmg | San Francisco | CA | 06/2022 | 08/2022 |
| Nordstrom | San Mateo | CA | 02/2020 | 09/2021 |
| H&M | Daly City | CA | 11/2019 | 02/2020 |
| Bj's Restaurant & Brewhouse | San Bruno | CA | 05/2019 | 11/2019 |
| In-N-Out Burger | Daly City | CA | 12/2016 | 04/2019 |
| Republic Services | Daly City | CA | 06/2018 | 09/2018 |
| Jefferson High School | Daly City | CA | 08/2015 | 05/2019 |
| Oasis Outsourcing | Barbara | CA | 03/2022 | 05/2022 |
| Uc Santa Barbara | Goleta | CA | 09/2021 | 06/2023 |
| Skyline College | San Bruno | CA | 08/2019 | 06/2021 |
| Evercore | San Francisco | CA | 06/2025 | 12/2025 |
| Fidelity Investments | Campbell | CA | 12/2025 | Present |
| Unemployed | Daly City | CA | 10/2023 | 12/2023 |
| Target | Colma | CA | 10/2018 | 02/2019 |
| Nordstrom | San Mateo | CA | 12/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-29 |
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