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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Seattle | WA | 04/2016 | 11/2016 |
| Nationwide Investment Services Corporation | Columbus | OH | 11/2016 | 01/2020 |
| Columbia Management Investment Distributors, Inc. | Seattle | WA | 01/2020 | 12/2023 |
| Unemployed | Seattle | WA | 01/2024 | 04/2024 |
| Fidelity Investments | Seattle | WA | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-109164|OrgNmn:FRED LLC|Org Addr:Chicago ,Illinois,US|OBA Nature:Rental property|Invst Rel:Y|Title:Member of the ownership group.|Duties:Fill out a personal financial statement each year to provide to the bank that holds the loan on the property.|StrtDt:04-29-24|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-18 |
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