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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-06 |
Branch Locations
10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States
Redmond, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westside Marketers | Carnation | WA | 07/2023 | 09/2024 |
| Unemployed | Carnation | WA | 06/2023 | 07/2023 |
| Waterstation Technology | Everett | WA | 09/2020 | 05/2023 |
| Dissmores Iga | Pullman | WA | 02/2020 | 07/2022 |
| Washington State University | Pullman | WA | 08/2015 | 05/2020 |
| Equitable Advisors | Bellevue | WA | 05/2024 | 04/2026 |
| Merrill | Bellevue | WA | 04/2026 | 05/2026 |
| Fidelity Investments | Bellevue | WA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-03 |
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