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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
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 |
|---|---|---|---|---|
| Cascade Horse Shows | Seattle | WA | 06/2011 | 09/2016 |
| Uiversity Of Washington | Seattle | WA | 09/2014 | 06/2018 |
| Bitter Face Vending | Lake Stevens | WA | 05/2016 | 06/2017 |
| Veritude | Seattle | WA | 06/2017 | 06/2018 |
| Fidelity Brokerage Services Llc | Seattle | WA | 06/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-03 |
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