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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
Woodinville, WA • United States
7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Bellevue | WA | 05/2018 | 11/2018 |
| Walgreens | Bellevue | WA | 02/2018 | 05/2018 |
| Us Army Reserve | Bellevue | WA | 09/2016 | 01/2020 |
| Brewer Science Inc. | Springfield | MO | 06/2015 | 09/2017 |
| First Tech Federal Credit Union | Bellevue | WA | 11/2018 | 01/2020 |
| Raymond James Financial Services, Inc | Bellevue | WA | 11/2018 | 01/2020 |
| Raymond James Financial Services Advisors Inc. | Bellevue | WA | 11/2018 | 01/2020 |
| Fbs Llc - Fidelity Brokerage Services Llc | Bellevue | WA | 01/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-02 |
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