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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | University Place | WA | 08/2015 | 04/2017 |
| Ridge Motorsports Park | Shelton | WA | 04/2017 | 08/2017 |
| Rossman Imagery | Fircrest | WA | 06/2014 | 07/2021 |
| True Wealth Financial Partners | Bellevue | WA | 05/2020 | 07/2021 |
| Lpl Financial, Llc | Bellevue | WA | 05/2020 | 07/2021 |
| Tacoma Community College | Tacoma | WA | 09/2014 | 05/2017 |
| The University Of Washington Tacoma | Tacoma | WA | 09/2017 | 05/2019 |
| Fidelity Investments | Salt Lake City | UT | 06/2021 | 12/2021 |
| Bank Of America, N.A. | Tukwila | WA | 01/2022 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tukwila | WA | 01/2022 | 02/2023 |
| Fidelity Investments | Tukwila | WA | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-11 |
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