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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 05/2021 | Present |
| Akumin | Grapevine | TX | 09/2015 | 05/2021 |
| Mac Acquisition | Arlington | TX | 09/2014 | 03/2020 |
| Landry'S | Mansfield | TX | 02/2020 | 05/2021 |
| University Of North Texas At Dallas | Dallas | TX | 08/2019 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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