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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
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ges Consulting Enterprise | Woodinville | WA | 07/2018 | 11/2018 |
| Easterseals: Camp Stand By Me | Vaughn | WA | 06/2017 | 06/2018 |
| University Of Washington | Seattle | WA | 09/2014 | 06/2018 |
| Caviar | Seattle | WA | 11/2018 | 02/2019 |
| Primerica | Seattle | WA | 09/2017 | 11/2017 |
| Axa Advisors, Llc | New York | NY | 02/2019 | 08/2020 |
| Fidelity Investments | Bellevue | WA | 07/2021 | Present |
| One Digital | Irvine | CA | 11/2020 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-29 |
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