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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
304 Strander Blvd, Tukwila, WA 98188-2939 • United States
Seattle, WA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 01/2011 | 01/2019 |
| Bank Of America, N.A. | Seattle | WA | 07/2011 | 01/2019 |
| Td Ameritrade | Seattle | WA | 01/2019 | 05/2019 |
| Fidelity Brokerage Services Llc | Tukwila | WA | 05/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Strategic Advisers Llc | Tukwila | WA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-12 |
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