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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-25 |
Branch Locations
11100 Ne 8Th St. Suite#300, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 09/2007 | 02/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 02/2026 |
| Schwab Wealth Advisory, Inc. | Kent | WA | 02/2026 | Present |
| Charles Schwab & Co., Inc. | Kent | WA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-11 |
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