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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
7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Phoenix | AZ | 01/2019 | 04/2019 |
| Full Time Student | Bellevue | WA | 05/2019 | 11/2019 |
| True Food Kitchens | Phoenix | AZ | 03/2018 | 04/2019 |
| Full Time Student | Phoenix | AZ | 01/2018 | 03/2018 |
| 10 Barrel Brewing Company | Boise | ID | 04/2017 | 12/2017 |
| Starbucks | Boise | ID | 02/2017 | 09/2017 |
| Unemployed | Boise | ID | 09/2009 | 02/2017 |
| Fidelity Brokerage Services | Bellevue | WA | 11/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-123147|OrgNmn:B&M Austin Holdings LLC |Org Addr:TBD,Washington,US|OBA Nature:Ownership and management of a |Invst Rel:Y|Title:Officer|Duties:Owner and Managing Member |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-08 |
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