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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
Newcastle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Overlake Hospital | Bellevue | WA | 09/2018 | 06/2021 |
| Evergreen Hospital | Kirkland | WA | 10/2016 | 08/2018 |
| Homemaking | Bellevue | WA | 06/2016 | 10/2016 |
| Travel | Seoul | 06/2021 | 07/2021 | |
| Fidelity Investments | Tukwila | WA | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-06 |
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