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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
Edmonds, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lynnwood | WA | 05/2019 | 09/2021 |
| Charles Schwab Bank | Lynnwood | WA | 05/2019 | 09/2021 |
| Nordstrom | Lynnwood | WA | 10/2016 | 04/2019 |
| Macy's | Lynnwood | WA | 09/2015 | 09/2016 |
| Fidelity Investments | Lynnwood | WA | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-30 |
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