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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
North Bend, WA • United States
304 Strander Blvd, Tukwila, WA 98188-2939 • United States
1518 6Th Ave, Seattle, WA 98101-1706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 06/2019 | 08/2019 |
| Mutual Of America | New York | NY | 05/2018 | 08/2018 |
| University Of Mississippi | Oxford | MS | 05/2016 | 05/2020 |
| Ameriprise Financial Services Inc | Bellevue | WA | 11/2020 | Present |
| Extended Travel | Austin | TX | 06/2020 | 10/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-11 |
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