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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal Finance | Jacksonville | FL | 11/2006 | 06/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2019 |
| Fisher Investments | Camas | WA | 07/2019 | 12/2021 |
| Morgan Stanley Smith Barney Llc | Vancouver | WA | 01/2022 | 07/2023 |
| Fidelity Investments | Boston | MA | 10/2023 | 03/2025 |
| Unemployed | Camas | WA | 08/2023 | 09/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2026 |
| Charles Schwab & Co., Inc | Vancouver | WA | 06/2026 | Present |
| Charles Schwab Bank | Vancouver | WA | 06/2026 | Present |
1) Baseball umpiring contractor | Investment Related:No|Sports/Physical Recreation|Umpire|6/1/2020|20-40|0|I am an independent contractor, providing umpiring services to leagues in the Portland Oregon area.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-14 |
| S66 | Uniform Combined State Law Examination | 2011-03-08 |
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