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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
Branch Locations
8 Montgomery St, San Francisco, CA 94104-4625 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2024 | 11/2025 |
| City Of San Ramon | San Ramon | CA | 04/2017 | 08/2017 |
| Who's Tea | Newark | CA | 04/2020 | 06/2020 |
| Cost Plus World Market | Los Angeles | CA | 09/2020 | 12/2020 |
| Doordash | Santa Monica | CA | 09/2020 | 03/2021 |
| Milestone Technologies | Fremont | CA | 12/2022 | 01/2023 |
| Milestone Technologies | Fremont | CA | 07/2023 | 09/2023 |
| Dougherty Valley High School | San Ramon | CA | 08/2015 | 07/2019 |
| San Jose State University | San Jose | CA | 07/2019 | 09/2020 |
| Santa Monica College | Santa Monica | CA | 12/2020 | 06/2021 |
| Diablo Valley College | Pleasant Hill | CA | 06/2021 | 09/2022 |
| University Of California, Irvine | Irvine | CA | 09/2022 | 06/2024 |
| Unemployed | San Ramon | CA | 06/2024 | 07/2024 |
| Fidelity Investments | San Francisco | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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