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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-06 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Burlingame | CA | 02/2024 | Present |
| Unemployed | San Francisco | CA | 10/2023 | 02/2024 |
| Seiler Llp | Redwood City | CA | 09/2023 | 10/2023 |
| University Of Colorado | Boulder | CO | 08/2021 | 09/2023 |
| Canaccord Genuity | Toronto | 06/2021 | 07/2021 | |
| University Of Colorado | Boulder | CO | 08/2020 | 06/2021 |
| Cibc | San Francisco | CA | 07/2020 | 08/2020 |
| Indiana University | Bloomington | IN | 08/2019 | 07/2020 |
| Saint Ignatius College Preparatory | San Francisco | CA | 08/2015 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
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