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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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 |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A./ Hsbc Securities (Usa) Inc. | Seattle | WA | 10/2012 | 03/2018 |
| Mufg Union Bank, N.A. | Seattle | WA | 04/2018 | 04/2021 |
| Unionbanc Investment Services | Seattle | WA | 04/2018 | 04/2021 |
| Fidelity Brokerage Services Llc | Seattle | WA | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-05 |
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