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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geier Financial Group | Woodstock | MD | 01/2017 | 07/2017 |
| Unemployed | Woodstock | MD | 07/2015 | 01/2017 |
| Bellevue School District | Bellevue | WA | 12/2018 | 06/2024 |
| Uw Children'S Center At Portage Bay | Seattle | WA | 04/2018 | 12/2018 |
| Alaska Airlines | Seattle | WA | 09/2017 | 04/2018 |
| Unemployed | Seattle | WA | 07/2017 | 09/2017 |
| Unemployed | Seattle | WA | 06/2024 | 08/2024 |
| Fidelity Investments | Bellevue | WA | 08/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-30 |
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