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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
18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States
Brier, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 02/2019 | Present |
| Unemployed | Broomfield | CO | 12/2018 | 01/2019 |
| The Kitchen | Boulder | CO | 05/2017 | 11/2018 |
| Whole Foods Market | Boulder | CO | 09/2016 | 05/2017 |
| Sprouts Farmers Market | Boulder | CO | 01/2016 | 09/2016 |
| University Of Colorado Boulder | Boulder | CO | 08/2014 | 12/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-10 |
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