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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| WA | RA | APPROVED | 2025-04-03 |
Branch Locations
10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States
Woodinville, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Just Poke | Redmond | WA | 05/2021 | 08/2021 |
| Pwc | Seattle | WA | 06/2022 | 08/2022 |
| Cedar Park Christian Schools | Bothell | WA | 09/2015 | 07/2019 |
| Pwc | Seattle | WA | 08/2023 | 10/2024 |
| Fidelity Investments | Lynnwood | WA | 11/2024 | Present |
| Gonzaga University | Spokane | WA | 08/2019 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
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