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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
304 Strander Blvd, Tukwila, WA 98188-2939 • United States
Sumner, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 07/2017 | 12/2018 |
| Honor, Townsend & Kent, Inc. | Horsham | PA | 09/2017 | 12/2018 |
| Compass Advisors | Federal Way | WA | 09/2016 | 08/2017 |
| Foresters Financial | Seattle | WA | 06/2016 | 09/2016 |
| University Of Washington | Tacoma | WA | 01/2016 | 12/2017 |
| Raymond James & Associates, Inc. | Kirkland | WA | 06/2019 | 03/2021 |
| Trifound Financial | Tacoma | WA | 02/2019 | 05/2019 |
| Ameriprise Financial Services, Llc | Seattle | WA | 03/2021 | 08/2023 |
| Best Choice Realty, Llc | Tacoma | WA | 09/2017 | 12/2017 |
| Fidelity Investments | Tukwila | WA | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-23 |
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