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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_RES | 2025-03-31 |
Branch Locations
434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Corte Madera | CA | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Corte Madera | CA | 11/2016 | 09/2018 |
| Citigroup Global Markets (Cgmi) | San Francisco | CA | 11/2018 | 02/2023 |
| Fidelity Investments | Los Gatos | CA | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132898|OrgNmn:OA Board of Directors for 1100 Leavenworth, San Franc|Org Addr:san franci,California,US|OBA Nature:HOA board of directors, Secret|Invst Rel:Y|Title:Director|Duties:Record notes from board meetings|StrtDt:08-28-26|TotHrs/mon:1|TrdHrs/mon:0|OBA-123068|OrgNmn:Aturcan|Org Addr:san jose,California,US|OBA Nature:Endorsement from Instagram and|Invst Rel:N|Title:Influencer |Duties:Updating TikTok once or twice a week. |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-25 |
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