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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kahului | HI | 05/2015 | 06/2018 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 07/2018 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 02/2020 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 04/2021 | 10/2023 |
| Fidelity Investments | Seattle | WA | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-11 |
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