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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
San Leandro, CA • United States
8 Montgomery St, San Francisco, CA 94104-4625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | San Francisco | CA | 01/2017 | 04/2024 |
| Bank Of America | San Francisco | CA | 05/2014 | 01/2017 |
| Fidelity Investments | San Franancisco | CA | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-108793|OrgNmn:DBA J&R Janitorial Supply |Org Addr:San Franci,California,US|OBA Nature:online selling janitorial supp|Invst Rel:N|Title:Sole Proprietor|Duties:my family member is taking care of the sales. I only review sales profit and loss and file taxes under my ssn.|StrtDt:06-01-18|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-07 |
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