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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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 |
|---|---|---|---|---|
| Northwest University | Kirkland | WA | 06/2014 | 05/2019 |
| Robert Half | Seattle | WA | 05/2019 | 02/2020 |
| Fidelity Talentsource | Seattle | WA | 02/2020 | 03/2020 |
| Fidelity Investments | Seattle | WA | 03/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-122222|OrgNmn:Roma AFH|Org Addr:Marysville,Washington,US|OBA Nature:Caring for the elderly |Invst Rel:N|Title:Employee|Duties:Emergency point of contact|StrtDt:09-08-25|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-25 |
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