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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States
7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Seattle | WA | 01/2012 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-115327|OrgNmn:Northern 88 AirBnB|Org Addr:Ronald,Washington,US|OBA Nature:AirBnB cabin rental|Invst Rel:Y|Title:Owner|Duties:Owner|StrtDt:01-01-23|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-14 |
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