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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States
2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Tigard | OR | 07/2018 | Present |
| Concordia University Library | Portland | OR | 09/2015 | 04/2018 |
| Human Bean Coffee | Happy Valley | OR | 09/2017 | 02/2018 |
| Feckin Irish Brewery And Smokehouse | Oregon City | OR | 09/2017 | 03/2018 |
| Dick Hannah Dealerships Corporate Office | Vancouver | WA | 05/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-26 |
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