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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Walnut Creek | CA | 06/2025 | Present |
| Inspire Diagnostics | Santa Cruz | CA | 03/2022 | 01/2023 |
| Laney College | Oakland | CA | 01/2023 | 06/2023 |
| Saint Mary'S College High School | Albany | CA | 01/2015 | 09/2018 |
| Uc Santz Cruz | Santa Cruz | CA | 09/2018 | 12/2022 |
| Kaplan | Oakland | CA | 06/2023 | 02/2024 |
| Ucsc Dining | Santa Cruz | CA | 07/2019 | 01/2020 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 02/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-20 |
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