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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
10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States
Renton, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sas Retail Services | Lynnwood | WA | 07/2017 | 09/2017 |
| P. F. Changs | Lynnwood | WA | 06/2018 | 09/2018 |
| Donor Development Strategies | Portland | WA | 06/2019 | 09/2019 |
| Souper Natural Llc | Portland | OR | 06/2019 | 09/2019 |
| Sentry Credit | Everett | WA | 09/2020 | 12/2020 |
| H&R Block | Everett | WA | 12/2020 | 05/2021 |
| Unemployed | Lynnwood | WA | 01/2011 | 07/2017 |
| Fidelity Investments | Bellevue | WA | 06/2021 | Present |
| Unemployed | Lynwood | WA | 10/2017 | 06/2018 |
| Lewis And Clark College | Portland | OR | 09/2016 | 05/2020 |
| Unemployed | Lynnwood | WA | 06/2020 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-14 |
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