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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
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
Millbrae, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Burlingame | CA | 03/2024 | Present |
| California Polytechnic State University | San Luis Obispo | CA | 09/2021 | 03/2024 |
| California Polytechnic State University | San Luis Obispo | CA | 08/2020 | 03/2024 |
| Nordstrom | Hillsdale | CA | 06/2021 | 08/2021 |
| Full-Time Education | Millbrae | CA | 08/2013 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-19 |
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