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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Portland | OR | 07/2015 | 04/2017 |
| Kids Academy Llc | Portland | OR | 01/2003 | 06/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Beaverton | OR | 03/2016 | 04/2017 |
| U.S. Bancorp Investments, Inc. | Beaverton | OR | 04/2017 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 06/2018 | 05/2021 |
| Fidelity Investments | Beaverton | OR | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-23 |
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