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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
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 |
|---|---|---|---|---|
| Lodgepole | Moscow | ID | 09/2016 | 06/2017 |
| Hornor, Townsend & Kent, Llc | Bellevue | WA | 04/2018 | 01/2019 |
| Penn Mutual Life Insurance Company | Bellevue | WA | 04/2018 | 01/2019 |
| Pacific Capital Resource Group | Bellevue | WA | 09/2018 | 01/2019 |
| Horner, Townsend & Kent, Inc. | Bellevue | WA | 07/2017 | 01/2018 |
| Unemployed | Snohomish | WA | 02/2019 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 07/2019 | 10/2022 |
| J.P. Morgan Securities, Llc | Seattle | WA | 07/2019 | 10/2022 |
| Unemployed | Snohomish | WA | 02/2018 | 03/2018 |
| Fidelity Investments | Bellevue | WA | 11/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-116601|OrgNmn:Frontend Horizon|Org Addr:Dallas ,Texas,US|OBA Nature:Software|Invst Rel:N|Title:Employee|Duties:I help with seo content due to my experience with book writing and script writing |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-93906|OrgNmn:J & T Publishing LLC|Org Addr:Lake Fores,Washington,US|OBA Nature:I write and publish Childrens |Invst Rel:N|Title:Sole Proprietor|Duties:Writting and publishing |StrtDt:10-07-22|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-18 |
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