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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
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Bonney Lake, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 02/2021 |
| Washington State University | Pullman | WA | 08/2014 | 05/2017 |
| Anna's Party Rentals | Tacoma | WA | 05/2017 | 08/2017 |
| Valhalla Bar And Grill | Pullman | WA | 10/2017 | 11/2018 |
| Unemployed | Lakewood | WA | 12/2018 | 04/2019 |
| Fidelity Investments | Redmond | WA | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-14 |
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