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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-27 |
| WA | RA | APPROVED | 2024-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Everett | WA | 03/2016 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incoroporated | Everett | WA | 03/2016 | 07/2023 |
| Fidelity Investments/Fidelity | Redmond | WA | 08/2023 | 03/2024 |
| J.P. Morgan Securities Llc | Redmond | WA | 03/2024 | Present |
| Fidelity Personal And Workplace Advisors | Redmond | WA | 09/2023 | 03/2024 |
| Fidelity Brokerage Services Llc | Redmond | WA | 08/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-18 |
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