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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-11 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
2018 156Th Ave Suite 100, Bellevue, WA 98007-3825 • United States
7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States
Maple Valley, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kirkland | WA | 06/2015 | 11/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | 11/2023 |
| Fidelity Investments | Redmond | WA | 11/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-105039|OrgNmn:Sole Proprietor - no DBA name |Org Addr:Maple Vall,Washington,US|OBA Nature:Photography/Videography and gr|Invst Rel:N|Title:Sole Proprietor|Duties:sole participant|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-06 |
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