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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 05/2020 |
| Bass | Woodburn | OR | 10/2012 | 11/2016 |
| Haggar | Woodburn | OR | 10/2014 | 09/2016 |
| Wells Fargo | Woodburn | OR | 08/2016 | 08/2018 |
| Ameriprise Financial Services, Llc | Portland | OR | 10/2020 | 10/2021 |
| Unemployed | Woodburn | OR | 06/2020 | 09/2020 |
| Fidelity Investments | Woodburn | OR | 04/2023 | Present |
| Unemployed | Woodburn | OR | 11/2021 | 03/2023 |
| Western Oregon University | Monmouth | OR | 09/2014 | 06/2018 |
| Haggar | Woodburn | OR | 08/2018 | 10/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-11 |
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